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

To: Return to Sender who wrote (2177)	3/3/2002 4:27:45 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95936

I have noticed that the closing group price on Friday is relatively close to where the group was priced at the peak of the semi-equip cycle in the fall of 1997, about 4 1/2 years ago. Taking the peak group price set on 9/5/97, a comparison of individual stock performance can be made to the closing price on Friday. Notice the SOX price is up 46 percent over that period. While the group is 10 percent lower, the SOX stocks, NVLS, AMAT, KLAC and TER, are up 150, 95, 78 and 29 percent respectively. This shows that again, the semi-equip component of the SOX outperformed the average stock price in the group. Over this period, stock prices ranged from PHTN with a 497 percent gain at the top to SFAM with a 94 percent loss at the bottom. 9/5/97 3/1/02 CLOSE CLOSE PERCENT SYMBOL PRICE PRICE CHANGE PHTN 7.63 45.56 497 LTXX 7.56 23.72 214 NVLS* 19.40 48.56 150 AMAT* 24.58 47.98 95 KLAC* 36.03 64.22 78 ASML 14.50 22.65 56 BRKS 35.50 47.75 35 TER* 29.19 37.55 29 LRCX 19.50 24.29 25 NANO 13.00 16.00 23 PLAB 28.50 31.77 11 SMTL 10.00 10.41 4 ASYT 18.00 17.68 -2 CYMI 41.00 40.09 -2 COHU 26.85 24.67 -8 ATMI 30.63 28.00 -9 CMOS 25.25 17.94 -29 KLIC 27.32 19.36 -29 DPMI 67.88 47.23 -30 HELX 30.16 20.34 -33 UTEK 28.75 16.43 -43 FSII 19.06 9.78 -49 EGLS 34.13 15.98 -53 PRIA 54.00 24.50 -55 VECO 66.63 27.75 -58 MTSN 14.88 6.05 -59 TGAL 9.00 1.32 -85 WFR 31.56 3.98 -87 SFAM 54.00 3.02 -94 TOTALS 824.47 744.58 -10 SOX-X 389.27 567.27 46 COMPQX1635.77 1802.74 10 * STOCKS INCLUDED IN SOX INDEX

To: Return to Sender who wrote (2177)	3/3/2002 8:05:57 PM
From: donk1948	Read Replies (1) \| Respond to of 95936

TXN Earnings Update came out Friday night around 8 PM. Are Briefing comments before or after? I assume Morgan Stanley came out with comments before open on Fri and Briefing posted them 3:35 PM. biz.yahoo.com >>>>> Friday March 1, 8:15 pm Eastern Time Associated Press Texas Instruments: 1Q Revenue Flat Texas Instruments Says Revenue Will Be Flat in First Quarter DALLAS (AP) -- Texas Instruments said Friday that sales in the first quarter will be on par with the sluggish fourth quarter, in which the semiconductor giant lost $116 million. Company officials have said they hope to break even in the first quarter. Texas Instruments said in a shareholder proxy filed with the U.S. Securities and Exchange Commission that 2001 "was a difficult year," but that it is coming out of a downturn in the semiconductor industry as a stronger company. Inventory was reduced to a 3-year low of 50 days, compared to 71 at the end of 2000, and accounts receivable were also reduced, the company said. The company said top management didn't get any bonuses in the company's last fiscal year, although chairman and chief executive Thomas Engibous received options for 842,000 shares, expiring in 2011. Engibous received a salary of $836,700, up from $796,200 in 2000. In trading Friday on the New York Stock Exchange, Texas Instruments shares rose $2.15, about 7 percent, to $31.50. >>>> Thanks and Regards