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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Donald Wennerstrom who wrote (1223)	10/14/2001 4:02:26 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95396

And finally, the list can be sorted by PE/G. Note "Next Years" PE is now 204. 10/5/01 10/12/01 FST CALL NEXT FST CALL CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PE/G VECO 28.59 27.67 -3 1.62 17 25 0.68 KLAC* 33.41 39.17 17 1.71 23 25 0.92 DPMI 29.25 35.33 21 1.67 21 21 1.01 SMTL 9.06 9.60 6 0.35 27 21 1.32 PLAB 19.96 24.05 20 0.70 34 23 1.49 LRCX 17.47 19.93 14 0.52 38 25 1.53 UTEK 12.11 13.88 15 0.34 41 25 1.63 NVLS* 28.55 33.90 19 0.81 42 25 1.67 CYMI 15.44 18.81 22 0.40 47 28 1.71 AMAT* 31.55 35.16 11 0.59 60 25 2.38 LTXX 11.55 14.15 23 0.24 59 23 2.62 COHU 16.85 17.70 5 0.34 52 18 2.89 NANO 18.35 20.76 13 0.28 74 25 2.97 PHTN 25.66 27.55 7 0.33 83 28 3.04 HELX 16.47 18.76 14 0.16 117 25 4.69 ASML 12.88 14.63 14 0.01 1463 25 59.38 SFAM 1.04 1.51 45 18 MTSN 4.05 5.24 29 -1.17 25 PRIA 10.30 13.25 29 -0.61 28 ASYT 8.70 10.59 22 -0.07 25 KLIC 11.25 13.17 17 -0.23 20 BRKS 31.60 36.67 16 -0.39 25 TER* 21.40 24.55 15 -0.16 23 ATMI 16.76 18.95 13 -0.15 20 CMOS 11.86 13.40 13 -0.98 21 TGAL 1.35 1.49 10 EGLS 13.52 14.49 7 -1.62 22 FSII 9.19 9.35 2 -0.06 23 WFR 2.51 2.21 -12 -2.00 20 TOTALS 470.68 535.92 14 2.63 204 SOX-X 406.10 473.78 17 COMPQX1605.30 1703.40 6 * STOCKS INCLUDED IN SOX INDEX

To: Donald Wennerstrom who wrote (1223)	10/20/2001 6:08:56 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95396

The group was up 14 percent last week, but this week it is down 8 percent. 10/12/01 10/19/01 FST CALL NEXT FST CALL CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PE/G SFAM 1.51 1.70 13 18 PHTN 27.55 27.55 0 0.33 83 28 3.04 COHU 17.70 17.39 -2 0.34 51 18 2.84 UTEK 13.88 13.39 -4 0.34 39 25 1.58 NANO 20.76 19.96 -4 0.28 71 25 2.85 ATMI 18.95 18.19 -4 -0.16 20 HELX 18.76 17.89 -5 0.16 112 25 4.47 VECO 27.67 26.29 -5 1.54 17 25 0.68 KLIC 13.17 12.47 -5 -0.25 20 DPMI 35.33 33.28 -6 1.67 20 21 0.95 KLAC* 39.17 36.51 -7 1.46 25 25 1.00 PRIA 13.25 12.35 -7 -0.66 28 SMTL 9.60 8.93 -7 0.35 26 21 1.23 AMAT* 35.16 32.55 -7 0.51 64 25 2.55 WFR 2.21 2.02 -9 -2.00 20 CMOS 13.40 12.23 -9 -0.98 21 CYMI 18.81 17.11 -9 0.26 66 28 2.39 BRKS 36.67 33.30 -9 -0.39 25 ASML 14.63 13.20 -10 0.01 1320 25 53.57 LTXX 14.15 12.72 -10 0.08 159 23 7.07 NVLS* 33.90 30.46 -10 0.51 60 25 2.39 PLAB 24.05 21.30 -11 0.59 36 23 1.57 ASYT 10.59 9.35 -12 -0.19 25 MTSN 5.24 4.60 -12 -1.17 25 LRCX 19.93 17.44 -12 0.44 40 25 1.59 FSII 9.35 8.17 -13 23 TGAL 1.49 1.30 -13 EGLS 14.49 12.16 -16 -1.82 22 TER* 24.55 19.01 -23 -0.68 23 TOTALS 535.92 492.82 -8 0.57 865 SOX-X 473.78 423.82 -11 COMPQX1703.40 1671.31 -2 * STOCKS INCLUDED IN SOX INDEX