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

To: Donald Wennerstrom who wrote (1504)	12/28/2001 10:32:44 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95456

Switching to the SOX, the index is up 3 percent for the week. Fourteen of the stocks were up and 2 were down. 12/21/01 12/28/01 FST CALL NEXT FST CALL CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PE/G XLNX 37.68 41.00 9 0.39 105 25 4.21 MU 30.16 31.66 5 1.25 25 20 1.27 NSM 30.17 31.61 5 0.27 117 19 6.16 AMAT* 39.97 41.81 5 1.37 31 25 1.22 NVLS* 39.53 41.32 5 0.15 275 25 11.02 ALTR 21.50 22.40 4 0.25 90 29 3.09 LSCC 20.50 21.28 4 0.30 71 25 2.84 TER* 29.19 30.30 4 -1.00 23 LSI 15.45 15.99 3 -0.43 20 AMD 15.87 16.38 3 -0.14 15 KLAC* 50.03 51.31 3 1.34 38 25 1.53 TXN 28.00 28.66 2 0.03 955 20 47.77 RMBS 8.01 8.13 1 37 LLTC 40.19 40.52 1 0.82 49 25 1.98 INTC 32.41 32.24 -1 0.62 52 18 2.89 MOT 14.99 14.90 -1 0.06 248 15 16.56 TOTALS 453.65 469.51 3 5.28 89 SOX-X 520.58 538.79 3 COMPQX1945.83 1987.26 2 *In Semi-Equip Group

To: Donald Wennerstrom who wrote (1504)	12/29/2001 2:14:39 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95456

Great work as usual Don. I'm back long on AMAT and several other semiconductors hoping that our year end rally turns into a nice January run. What do you or any of the other members of the thread think of NANO longer term? 7:59AM Nanometrics (NANO) 24.90: Co slashes revenue outlook for Q4 to -25% compared to previous guidance that revenues would remain flat for the qtr. NANO attributes the revenue shortfall to continuing overcapacity in the semiconductor industry as well as economic deterioration in the US and Japan. "The current demand for all semiconductor equipment continues to show significant weakness, which has been reflected in all companies in our industry." stockcharts.com[h,a]daclyyay[pb50!b200!d20,2][vc60][iUb14!La12,26,9!Lk14] finance.yahoo.com I'm thinking about buying some NANO once it bottoms. RtS