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

To: Donald Wennerstrom who wrote (2500)	3/29/2002 7:03:56 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 95622

This is the quarterly results for the individual stocks in the SOX. Note the 4 semi-equips in the group, AMAT, KLAC, NVLS and TER are the "work horses" for the SOX. Each are up over 30 percent and in the top 4 places in the table. 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 NVLS* 39.45 54.14 37 1.21 45 25 1.79 AMAT* 40.10 54.27 35 1.32 41 23 1.80 KLAC* 49.56 66.50 34 1.31 51 25 2.03 TER* 30.14 39.43 31 0.31 127 20 6.36 TXN 28.00 33.10 18 0.71 47 20 2.33 LLTC 39.04 44.22 13 0.81 55 25 2.18 NSM 30.79 33.69 9 0.36 94 18 5.20 LSI 15.78 17.00 8 0.49 35 20 1.73 MU 31.00 32.90 6 2.17 15 20 0.76 MXIM 52.51 55.71 6 1.05 53 25 2.12 ALTR 21.22 21.87 3 0.48 46 26 1.75 XLNX 39.05 39.86 2 0.50 80 25 3.19 INTC 31.45 30.41 -3 1.00 30 18 1.74 MOT 15.02 14.20 -5 0.40 35 15 2.37 AMD 15.86 14.71 -7 0.66 22 15 1.49 BRCM 40.87 35.90 -12 0.53 68 40 1.69 LSCC 20.57 17.53 -15 0.52 34 25 1.35 TOTALS 540.41 605.44 12 13.83 44 SOX-X 522.16 595.24 14 COMPQX1950.40 1845.35 -5 *In Semi-Equip Group