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

To: Donald Wennerstrom who wrote (1249)	10/26/2001 8:00:07 PM
From: Donald Wennerstrom	Respond to of 95411

Here is a look at the group performance over the last 2 months. Even with a couple of good 14 percent weekly gains recently, including this week, the group is down 15 percent (SOX too) while the NASDAQ is down 2 percent. Only 2 stocks in the group show gains over this period. 8/31/01 10/26/01 FST CALL NEXT FST CALL CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PE/G DPMI 35.00 37.09 6 1.67 22 21 1.06 PLAB 23.86 24.99 5 0.59 42 23 1.84 KLIC 14.41 14.00 -3 -0.25 20 VECO 29.24 28.38 -3 1.54 18 25 0.74 PRIA 18.02 17.40 -3 -0.66 28 LTXX 17.91 16.60 -7 0.08 208 23 9.22 HELX 23.00 21.10 -8 0.16 132 25 5.28 COHU 19.89 17.98 -10 0.34 53 18 2.94 KLAC* 49.14 44.16 -10 1.46 30 25 1.21 CMOS 16.88 14.69 -13 -0.98 21 AMAT* 43.09 36.87 -14 0.51 72 25 2.89 CYMI 25.16 21.50 -15 0.26 83 28 3.01 EGLS 16.47 14.00 -15 -1.82 22 UTEK 17.20 14.55 -15 0.34 43 25 1.71 ASML 18.18 15.31 -16 0.01 1531 25 62.13 ATMI 24.04 19.67 -18 -0.16 20 BRKS 43.35 34.80 -20 -0.39 25 NVLS* 44.31 35.50 -20 0.51 70 25 2.78 NANO 28.26 22.13 -22 0.28 79 25 3.16 PHTN 35.96 28.10 -22 0.33 85 28 3.10 ASYT 12.66 9.78 -23 -0.19 25 SFAM 2.00 1.52 -24 18 TGAL 1.81 1.36 -25 TER* 32.78 23.79 -27 -0.68 23 LRCX 28.31 20.54 -27 0.44 47 25 1.87 SMTL 14.29 10.19 -29 0.35 29 21 1.40 WFR 2.80 1.93 -31 -2.00 20 FSII 15.76 8.32 -47 23 MTSN 9.96 5.15 -48 -1.17 25 TOTALS 663.74 561.40 -15 0.57 985 SOX-X 562.72 480.74 -15 COMPQX1805.43 1768.96 -2 * STOCKS INCLUDED IN SOX INDEX