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

To: Donald Wennerstrom who wrote (1603)	1/11/2002 10:47:54 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95616

Here is the same data sorted by PE/G. 1/4/02 1/11/02 FST CALL NEXT FST CALL CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PE/G PLAB 34.61 34.15 -1 1.24 28 24 1.15 AMAT* 45.22 45.01 0 1.37 33 25 1.31 KLIC 20.42 19.71 -3 0.73 27 20 1.35 PHTN 43.70 41.81 -4 1.01 41 25 1.66 DPMI 48.05 49.59 3 1.39 36 21 1.70 KLAC* 55.49 56.84 2 1.33 43 25 1.71 VECO 38.10 36.95 -3 0.73 51 24 2.13 PRIA 24.30 24.10 -1 0.45 54 25 2.14 LRCX 26.44 25.78 -2 0.40 64 25 2.58 SMTL 11.73 11.42 -3 0.20 57 21 2.75 FSII 9.99 9.97 0 0.15 66 23 2.95 BRKS 47.50 47.27 0 0.69 69 23 3.00 UTEK 17.30 17.23 0 0.07 246 25 9.85 NVLS* 44.79 43.01 -4 0.15 287 25 11.47 CYMI 29.78 34.79 17 0.11 316 23 14.06 LTXX 25.03 22.82 -9 0.01 2282 21 108.67 SFAM 3.19 4.97 56 -0.55 18 TGAL 1.60 1.90 19 ASYT 14.46 16.40 13 -0.75 25 ASML 19.41 20.61 6 -0.05 35 NANO 21.05 22.06 5 0.12 184 ATMI 28.12 28.21 0 -0.25 20 HELX 24.76 24.70 0 -0.12 25 COHU 21.50 21.44 0 -0.11 18 EGLS 17.08 16.95 -1 -1.81 22 TER* 33.78 33.48 -1 -1.00 23 WFR 4.25 4.16 -2 -1.90 20 CMOS 21.14 19.32 -9 -0.33 20 MTSN 9.85 8.70 -12 -0.50 23 TOTALS 742.64 743.35 0 2.78 267 SOX-X 589.89 568.89 -4 COMPQX2059.38 2022.46 -2 * STOCKS INCLUDED IN SOX INDEX

To: Donald Wennerstrom who wrote (1603)	1/12/2002 6:52:14 AM
From: scott_jiminez	Read Replies (2) \| Respond to of 95616

<< SFAM was the place to be this week>> SFAM turned with the rest of the sector at the end September. Since Sept. 27, the stock is up 342.8571429%....give or take one millionth of a percentage point. 342%! TGAL is starting to display an equivalent rally. Perhaps this is more than simply a rally of the semi-equipment small- to mid-caps (versus the large-caps): maybe this is the year of a near perfect negative correlation between market cap and stock performance.