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


To: Donald Wennerstrom who wrote (1590)1/9/2002 11:35:18 PM
From: Donald Wennerstrom  Read Replies (2) | Respond to of 95616
 
Finally, the following table shows the results from 10/8/98
until todays close. Note the percent returns for the group,
SOX and Composite at the bottom of the column. Over this
time frame, semi-equips were the place to be compared to the
composite. Also, LTXX and PHTN are easily at the top of the
pack in the percent return column.

10/08/98 1/9/02
CLOSE CLOSE PERCENT
SYMBOL PRICE PRICE CHANGE
PHTN 2.25 42.62 1794
LTXX 1.31 24.11 1740
LRCX 2.93 26.19 794
NVLS 7.30 44.42 508
BRKS 8.38 49.19 487
KLAC 10.94 58.46 434
ASYT 3.13 16.66 432
CYMI 6.50 33.00 408
SMTL 2.57 11.83 360
NANO 4.80 21.40 346
ASML 4.38 19.52 346
TER 7.82 34.65 343
AMAT 11.19 46.68 317
CMOS 5.00 20.30 306
KLIC 5.19 20.19 289
PLAB 9.50 34.97 268
MTSN 2.75 9.28 237
HELX 7.88 26.00 230
COHU 6.75 22.07 227
DPMI 17.88 51.55 188
FSII 4.25 10.52 148
PRIA 10.25 25.22 146
ATMI 11.50 27.39 138
EGLS 7.94 16.91 113
VECO 21.63 39.12 81
UTEK 13.56 17.14 26
WFR 3.63 4.10 13
TGAL 1.81 1.68 -7
SFAM 9.50 4.20 -56
TOTALS 212.52 759.37 257
SOX-X 189.90 584.27 208
COMPQX1419.12 2044.89 44



To: Donald Wennerstrom who wrote (1590)1/10/2002 5:30:14 AM
From: scott_jiminez  Read Replies (1) | Respond to of 95616
 
<<Once again it shows the 2nd and 3rd tier stocks outperforming the large cap stocks.>>

I'd like to call the first witness for the defense:

SFAM.