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

To: Return to Sender who wrote (3012)	5/3/2002 5:53:58 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95432

OK, we can start with the damage done to the SOX this week. For the week, the index is down 7 percent and closed at a 2002 low. The last time the SOX closed lower was on 11/1/01, at 478.09. 4/26/02 5/3/02 FST CALL NEXT FST CALL CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PE/G MOT 15.00 14.89 -1 0.43 35 15 2.31 AMD 11.20 11.05 -1 0.58 19 15 1.27 LSCC 11.27 11.01 -2 0.47 23 25 0.94 TER* 31.51 30.09 -5 0.57 53 20 2.60 XLNX 36.83 35.00 -5 0.95 37 25 1.47 INTC 28.12 26.56 -6 1.03 26 19 1.36 MXIM 48.19 45.14 -6 1.05 43 25 1.72 NVLS* 46.50 43.50 -6 1.50 29 25 1.16 AMAT* 23.77 22.17 -7 0.66 34 22 1.53 NSM 31.02 28.90 -7 0.37 78 18 4.34 TXN 30.41 28.30 -7 0.81 35 20 1.75 KLAC* 56.75 52.78 -7 1.42 37 25 1.49 LLTC 37.74 34.98 -7 0.85 41 25 1.65 ALTR 20.00 18.30 -8 0.49 37 27 1.38 BRCM 33.19 30.00 -10 0.52 58 40 1.44 LSI 12.95 11.61 -10 0.47 25 20 1.24 MU 26.00 22.61 -13 2.14 11 20 0.53 TOTALS 500.45 466.89 -7 14.31 33 SOX-X 514.73 480.21 -7 COMPQX1663.89 1613.03 -3 *In Semi-Equip Group

To: Return to Sender who wrote (3012)	5/3/2002 7:53:01 PM
From: JSLyons	Read Replies (1) \| Respond to of 95432

Hi RtS, KLIC and I go way back, to the days when my father, a retired economics professor and former stock broker, first taught me about the market. I even have 100 shares or so with a cost basis of around $3-4, to give you some idea. Funny thing is, I've never learned to sell KLIC properly. That, in part, led me to adopt AIM. To answer your question, my cost basis for the majority of shares is around $14. It is my single biggest holding by number of shares, excluding a couppla "penny stocks" for fun. All bests, Jonathan