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

To: Donald Wennerstrom who wrote (1512)	12/31/2001 6:28:03 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95405

This is the same data as the last post sorted by percent performance. 12/31/00 12/31/01 CLOSE CLOSE PERCENT SYMBOL PRICE PRICE CHANGE PHTN 22.50 45.65 103 LTXX 12.94 20.94 62 LRCX 14.50 23.22 60 KLIC 11.25 17.15 52 KLAC 33.69 49.56 47 BRKS 28.06 40.67 45 COHU 13.94 19.75 42 NANO 13.81 19.40 40 PLAB 23.44 31.35 34 ATMI 19.50 23.85 22 SMTL 9.69 11.48 18 FSII 8.38 9.22 10 NVLS 35.94 39.45 10 PRIA 18.75 20.45 9 AMAT 38.19 40.10 5 CYMI 25.72 26.73 4 EGLS 15.31 14.77 -4 HELX 23.66 22.55 -5 ASYT 13.44 12.76 -5 VECO 40.13 36.05 -10 MTSN 10.31 8.81 -15 DPMI 52.84 43.45 -18 TGAL 1.63 1.34 -18 TER 37.25 30.14 -19 CMOS 23.00 18.57 -19 ASML 22.56 17.05 -24 UTEK 25.88 16.52 -36 SFAM 6.06 2.98 -51 WFR 9.69 3.55 -63 TOTALS 612.06 667.51 9 SOX-X 576.61 522.16 -9 COMPQX2470.52 1950.40 -21

To: Donald Wennerstrom who wrote (1512)	1/1/2002 11:06:11 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95405

Don I believe that year end tax loss selling and these comments from Goldman on Semis shared at Briefing.com helped exerbate the selling on Monday. 7:56AM Goldman On Semis : Goldman Sachs believes that Nov. semi orders and shipments reported Friday confirmed current seasonal strength, but also hint that the recovery will be slow and OEM customers cautious. Calls Nov. order number a bit disappointing, down 20% from Oct. with the book-to-bill dipping below 1.0 again, requiring a well-above average Dec to hold Q4 orders flat with Q3. Firm remains bullish on the sector, but believes a recovery already has been priced into the stks. Tommorow will be interesting eh. Here's to a Happy and Prosperous New Year! RtS