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

To: robert b furman who wrote (2150)	3/1/2002 7:00:44 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 95931

Today made the day for the semi-equips. Results for this week are outstanding! The group is up 13 percent, the SOX 11 percent and the NASDAQ 5 percent. KLIC leads the group this week with a 25 percent change. What I want to know is - what is it going to do for an encore?<gg> Six(6) stocks were up 20 percent or more. Only 2 stocks, TGAL and MTSN, wound up in negative territory. 2/22/02 3/1/02 FST CALL NEXT FST CALL CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PE/G KLIC 15.44 19.36 25 0.40 48 20 2.42 SFAM 2.45 3.02 23 -0.55 18 TER* 30.76 37.55 22 0.31 121 20 6.06 NVLS* 39.95 48.56 22 1.12 43 25 1.73 CMOS 14.89 17.94 20 -0.17 20 ASML 18.82 22.65 20 0.69 33 35 0.94 LTXX 20.16 23.72 18 -0.13 20 LRCX 20.80 24.29 17 0.29 84 25 3.35 PHTN 39.36 45.56 16 1.25 36 25 1.46 KLAC* 55.85 64.22 15 1.30 49 25 1.98 AMAT* 42.48 47.98 13 1.32 36 23 1.62 DPMI 42.05 47.23 12 1.46 32 21 1.54 ASYT 15.81 17.68 12 -0.67 25 BRKS 42.77 47.75 12 0.74 65 23 2.83 CYMI 35.93 40.09 12 1.08 37 23 1.65 PRIA 21.99 24.50 11 0.41 60 25 2.39 FSII 8.83 9.78 11 0.15 65 23 2.90 ATMI 25.52 28.00 10 0.82 34 20 1.68 PLAB 29.10 31.77 9 1.41 23 23 0.98 EGLS 14.64 15.98 9 -1.16 17 UTEK 15.10 16.43 9 0.72 23 25 0.91 COHU 22.72 24.67 9 0.92 27 18 1.49 VECO 25.70 27.75 8 0.98 28 24 1.19 HELX 19.24 20.34 6 0.52 39 25 1.56 SMTL 10.25 10.41 2 0.16 65 21 3.13 WFR 3.95 3.98 1 -1.90 20 NANO 16.00 16.00 0 0.40 40 TGAL 1.40 1.32 -6 MTSN 7.06 6.05 -14 -0.12 23 TOTALS 659.02 744.58 13 11.75 63 SOX-X 508.95 567.27 11 COMPQX1724.54 1802.74 5 * STOCKS INCLUDED IN SOX INDEX

To: robert b furman who wrote (2150)	3/5/2002 1:24:23 PM
From: TobaccoMan	Read Replies (1) \| Respond to of 95931

Bob, Not pumping, but FWIW: 11:23AM LTX Corp may have won Analog Devices contract (LTXX) 25.35 -0.02: We are hearing Street talk that LTXX announced at the Morgan Stanley Semi conference that they had won a contract from ADI, perhaps beating out the incumbent supplier TER (-1.2%). We have no confirmation for this, and have not heard about the size of the contract. Should be an interesting Spring.

To: robert b furman who wrote (2150)	3/12/2002 5:33:03 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95931

Tuesday March 12, 5:05 pm Eastern Time Cree lowers revenue, earnings outlook for 3rd qtr biz.yahoo.com DURHAM, N.C., March 12 (Reuters) - Semiconductor maker Cree Inc. (NasdaqNM:CREE - news) on Tuesday lowered its revenue and earnings forecasts for its third fiscal quarter, citing product delays and weak short-term demand for its light-emitting diodes. Durham, N.C.-based Cree expects to report breakeven earnings per share, before intangible amortization and other one-time charges, for its third fiscal quarter on revenues of $32 million to $34 million. The consensus third-quarter estimate among the nine analysts polled by Thomson Financial/First Call was for a third-quarter profit of 8 cents per share, with forecasts ranging from 5 cents to 9 cents. The company said it is targeting fiscal fourth quarter revenue to increase at least 5 percent sequentially due to anticipated increases in its LED and contracts business. At 14 and change after hours Bob. Ouch for me... RtS