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

To: Donald Wennerstrom who wrote (2499)	3/29/2002 6:40:58 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95622

Here is the same data sorted by PE/G. 12/31/01 3/29/02 FST CALL NEXT FST CALL CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PE/G PLAB 31.35 33.73 8 1.41 24 23 1.04 ASML 17.05 25.37 49 0.69 37 35 1.05 UTEK 16.52 20.80 26 0.72 29 25 1.16 VECO 36.05 35.00 -3 0.98 36 24 1.50 PHTN 45.65 50.89 11 1.25 41 25 1.63 CYMI 26.73 49.66 86 1.20 41 25 1.66 DPMI 43.45 52.00 20 1.46 36 21 1.70 COHU 19.75 28.49 44 0.92 31 18 1.72 NVLS* 39.45 54.14 37 1.21 45 25 1.79 ATMI 23.85 31.45 32 0.86 37 20 1.80 AMAT* 40.10 54.27 35 1.32 41 23 1.80 HELX 22.55 25.32 12 0.54 47 25 1.88 KLAC* 49.56 66.50 34 1.31 51 25 2.03 PRIA 20.45 23.31 14 0.41 57 25 2.27 KLIC 17.15 20.81 21 0.40 52 20 2.60 BRKS 40.67 45.44 12 0.74 61 23 2.69 SMTL 11.48 13.01 13 0.16 81 21 3.91 LRCX 23.22 29.32 26 0.29 101 25 4.04 FSII 9.22 11.21 22 0.10 112 23 4.98 TER* 30.14 39.43 31 0.31 127 20 6.36 WFR 3.55 5.90 66 -1.90 20 SFAM 2.98 4.28 44 -0.55 18 ASYT 12.76 18.20 43 -0.64 25 LTXX 20.94 27.19 30 -0.13 20 CMOS 18.57 21.96 18 -0.11 20 EGLS 14.77 16.90 14 -1.16 17 NANO 19.40 18.44 -5 0.41 45 TGAL 1.34 1.20 -10 MTSN 8.81 7.00 -21 -0.10 23 TOTALS 667.51 831.22 25 12.10 69 SOX-X 522.16 595.24 14 COMPQX1950.40 1845.35 -5 * STOCKS INCLUDED IN SOX INDEX

To: Donald Wennerstrom who wrote (2499)	3/30/2002 9:12:57 AM
From: robert b furman	Read Replies (2) \| Respond to of 95622

Hi Don, Just a footnote to add to this great analysis: On 12/28/01 In Ibd (Investors Business Daily),the semi conductor equipment industry group ranked 129 th out of 197. Three months before it ranked 178th out of 197. As of last thursday it ranked 13th out of 197. A week ago friday it peaked at 10th out of 197. Most industry groups that get to the top 10 work their way up to the top and stay there a while during distribution - then plummet quickly. I think we've come a long way and the party is still early. JMHO Bob