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

To: Donald Wennerstrom who wrote (2855)	4/20/2002 11:55:56 AM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95420

Same data as last post, but sorted by PE/G. 4/12/02 4/19/02 FST CALL NEXT FST CALL CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PE/G ASML 22.45 23.97 7 0.69 35 35 0.99 PLAB 32.52 33.82 4 1.41 24 23 1.04 UTEK 18.28 18.62 2 0.67 28 25 1.11 VECO 35.97 33.99 -6 0.98 35 24 1.46 PHTN 47.68 47.47 0 1.26 38 25 1.51 DPMI 44.40 46.65 5 1.46 32 21 1.52 NVLS* 48.71 51.03 5 1.21 42 25 1.69 COHU 27.77 28.28 2 0.92 31 18 1.71 CYMI 49.18 51.40 5 1.20 43 25 1.71 AMAT* 25.30 26.48 5 0.66 40 23 1.76 ATMI 31.80 33.82 6 0.86 39 20 1.94 KLAC* 63.71 65.00 2 1.31 50 25 1.98 PRIA 20.83 20.67 -1 0.41 50 25 2.02 HELX 25.47 28.06 10 0.54 52 25 2.08 BRKS 39.99 39.99 0 0.80 50 23 2.19 KLIC 19.15 20.00 4 0.40 50 20 2.50 LRCX 26.20 28.08 7 0.29 97 25 3.87 SMTL 13.25 13.49 2 0.16 84 21 4.05 FSII 10.58 11.25 6 0.10 113 23 5.00 TER* 36.80 35.58 -3 0.31 115 20 5.74 TGAL 1.17 1.35 15 ASYT 15.75 17.98 14 -0.64 28 NANO 17.94 19.46 8 0.41 47 MTSN 7.99 8.62 8 -0.10 23 CMOS 21.85 22.11 1 -0.11 20 WFR 8.60 8.55 -1 -1.90 20 SFAM 3.78 3.73 -1 -0.65 18 EGLS 17.34 16.86 -3 -1.16 17 LTXX 24.52 23.63 -4 -0.13 20 TOTALS 758.98 779.94 3 11.36 69 SOX-X 560.67 595.24 6 COMPQX1756.19 1845.35 5 * STOCKS INCLUDED IN SOX INDEX

To: Donald Wennerstrom who wrote (2855)	4/22/2002 6:31:02 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95420

North American Semiconductor Equipment Industry Posts March 2002 Book-to-Bill Ratio of 1.04 SAN JOSE, Calif., April 22, 2002 -- The North American-based manufacturers of semiconductor equipment posted $839 million in orders in March 2002 (three-month average basis) and a book-to-bill ratio of 1.04, according to the March 2002 Express Report published today by Semiconductor Equipment and Materials International (SEMI). A book-to-bill of 1.04 means that $104 worth of new orders were received for every $100 of product billed for the month. The three-month average of worldwide bookings in March 2002 was $839 million. The bookings figure is 14 percent above the revised February 2002 level of $737 million and 30 percent below the $1.2 billion in orders posted in March 2001. The three-month average of worldwide billings in March 2002 was $808 million. The billings figure is one percent below the revised February 2002 level of $818 million and 60 percent below the March 2001 billings level of $2.02 billion. "The three month average billing figure softened slightly from the prior month. However, the overall ratio of bookings to billings rose above unity for the first time in sixteen months, signaling prospects for an improving industry revenue picture in the months ahead," said Stanley Myers, president and CEO of SEMI. "While we look for further confirmation of a recovery in the semiconductor equipment market, the improving trends are encouraging." The SEMI book-to-bill is a ratio of three-month moving average bookings to three-month moving average billings for the North American semiconductor equipment industry. Billings and bookings figures are in millions of U.S. dollars. semi.org!OpenDocument Time for a new table? Maybe an update on the charting from Gottfried?