SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Donald Wennerstrom who wrote (2169)3/2/2002 4:41:25 PM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 95936
 
Here is an update of price performance for the group from
the first of the year through the end of February,
essentially a 9 week period. The spread in performance is
very large from a 50 percent gain for CYMI to a 31 percent
loss for MTSN. The group is up 12 percent, the SOX is up 9
percent while the NASDAQ is down 8 percent.

12/31/01 3/1/02
CLOSE CLOSE PERCENT
SYMBOL PRICE PRICE CHANGE
CYMI 26.73 40.09 50
ASYT 12.76 17.68 39
ASML 17.05 22.65 33
KLAC* 49.56 64.22 30
COHU 19.75 24.67 25
TER* 30.14 37.55 25
NVLS* 39.45 48.56 23
PRIA 20.45 24.50 20
AMAT* 40.10 47.98 20
BRKS 40.67 47.75 17
ATMI 23.85 28.00 17
LTXX 20.94 23.72 13
KLIC 17.15 19.36 13
WFR 3.55 3.98 12
DPMI 43.45 47.23 9
EGLS 14.77 15.98 8
FSII 9.22 9.78 6
LRCX 23.22 24.29 5
SFAM 2.98 3.02 1
PLAB 31.35 31.77 1
PHTN 45.65 45.56 0
UTEK 16.52 16.43 -1
TGAL 1.34 1.32 -1
CMOS 18.57 17.94 -3
SMTL 11.48 10.41 -9
HELX 22.55 20.34 -10
NANO 19.40 16.00 -18
VECO 36.05 27.75 -23
MTSN 8.81 6.05 -31
TOTALS 667.51 744.58 12
SOX-X 522.16 567.27 9
COMPQX1950.40 1802.74 -8
* STOCKS INCLUDED IN SOX INDEX



To: Donald Wennerstrom who wrote (2169)3/2/2002 4:45:40 PM
From: Alastair McIntosh  Read Replies (1) | Respond to of 95936
 
Donald, are you concerned about the large number of upgrades? In the past it has been an article of faith among many posters that analysts were generally incompetents who upgraded at the top of a cycle and downgraded at the bottom. If so, now is the time to sell.