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

To: Donald Wennerstrom who wrote (1256)	11/2/2001 6:42:41 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95420

The group is up 3 percent, the SOX 2 percent and the NASDAQ is down 1 percent for the week. As shown in the last post, the next year earnings for the group have turned negative. Out of the 29 companies, 12 show negative estimates for next year and 3 have no estimates at all. This leaves 14 companies that show positive earnings estimates for next year. Only DPMI and KLAC show estimates of greater than 1.00 per share. 10/26/01 11/2/01 FST CALL NEXT FST CALL CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PE/G KLIC 14.00 17.34 24 -0.25 20 SFAM 1.52 1.80 18 18 CMOS 14.69 16.36 11 -0.98 21 TER* 23.79 26.18 10 -1.00 23 LTXX 16.60 18.20 10 -0.10 23 NANO 22.13 23.67 7 0.20 118 25 4.73 PLAB 24.99 26.00 4 0.59 44 23 1.92 LRCX 20.54 21.34 4 0.34 63 25 2.51 DPMI 37.09 38.32 3 1.50 26 21 1.25 PHTN 28.10 28.98 3 0.33 88 28 3.19 NVLS* 35.50 36.59 3 0.51 72 25 2.87 AMAT* 36.87 37.97 3 0.49 77 25 3.10 ASML 15.31 15.63 2 -0.03 25 PRIA 17.40 17.74 2 -0.70 26 KLAC* 44.16 45.02 2 1.33 34 25 1.35 MTSN 5.15 5.25 2 -2.10 25 CYMI 21.50 21.85 2 0.10 219 23 9.71 ATMI 19.67 19.93 1 -0.20 20 BRKS 34.80 35.19 1 -0.39 25 HELX 21.10 21.19 0 0.16 132 25 5.30 SMTL 10.19 10.20 0 0.35 29 21 1.40 ASYT 9.78 9.65 -1 -0.19 25 EGLS 14.00 13.70 -2 -1.81 22 COHU 17.98 17.51 -3 0.34 52 18 2.86 VECO 28.38 27.60 -3 0.83 33 25 1.33 UTEK 14.55 13.99 -4 0.07 200 25 7.99 TGAL 1.36 1.30 -4 WFR 1.93 1.83 -5 -2.00 20 FSII 8.32 7.80 -6 23 TOTALS 561.40 578.13 3 -2.61 SOX-X 480.74 489.44 2 COMPQX1768.96 1745.73 -1 * STOCKS INCLUDED IN SOX INDEX