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

To: Donald Wennerstrom who wrote (3145)	5/16/2002 8:06:09 PM
From: Sarmad Y. Hermiz	Respond to of 95524

Thanks Don and Ian for organizing the b2b data. I think it is outstanding, too. Regarding market reaction. I think it will be better for us if the techs go up slowly and draw in the sceptics gradually, than to go up 200 nasdaq points in a week, then the shorts make a killing on the retrace. 10 points per day for a month would be much more enduring. Anyway, today you had unemployment claims, housing and consumer confidence working the down side. In addition to the biotechs taking a dive. So the fact that nasdaq did not crash was very encouraging to me. Again, I really appreciate all the informative charts, tables and postings here. And if tomorrow wasn't Friday, I'd say for sure it would be an up day. But heck, no-one wants to hold stock overnight. Much less a whole weekend. Sarmad

To: Donald Wennerstrom who wrote (3145)	5/16/2002 8:26:32 PM
From: Sam Citron	Read Replies (1) \| Respond to of 95524

It matters not what people think, but what they do. On Gottfried's Full Disclosure Thread recently I have seen much more selling of AMAT than buying recently, so I conclude that as a community we seem to share this "can't handle good news" attitude that you attribute to the unfathomable market and spin-mongering analysts. The little buying there has been has tended to be ST oriented or hedged by CC writes due mainly to valuation concerns coupled with clouded visibility. If the news is not good enough to cause Ian, Cary, you and other mavens to BUY, it should not surprise you that the market is also holding back. If you yourself believe this news is significant and signals an upturn, then I invite you to add to your investments, ahead of the unwashed masses, and let us know about it on the Full Disclosure thread. It may be interesting to watch the market, but it is more fun to make money by anticipating it.

To: Donald Wennerstrom who wrote (3145)	5/18/2002 6:00:23 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95524

A strong week for the Group and other indices this past week. The Group is up 10 percent, the SOX 13 percent and the NASDAQ 9 percent. Only 1 stock, PLAB, was down for the week. 5/10/02 5/17/02 FST CALL NEXT FST CALL CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG ASYT 15.00 20.41 36 -0.57 28 SFAM 3.09 4.15 34 -0.75 18 MTSN 7.80 9.38 20 -0.54 23 PHTN 39.71 46.42 17 1.32 35 25 1.41 ATMI 28.73 33.32 16 0.96 35 21 1.69 AMAT* 23.70 27.31 15 0.76 36 22 1.67 DPMI 34.90 39.59 13 0.95 42 21 1.98 SMTL 13.38 15.07 13 0.24 63 21 3.02 CMOS 19.44 21.83 12 0.00 20 ASML 19.76 22.16 12 0.71 31 28 1.13 LRCX 24.31 27.04 11 0.48 56 25 2.25 NVLS* 46.30 51.32 11 1.53 34 25 1.34 KLAC* 54.40 60.11 10 1.43 42 25 1.68 UTEK 14.97 16.40 10 0.59 28 25 1.11 CYMI 45.59 49.84 9 1.72 29 23 1.29 HELX 25.97 28.39 9 0.68 42 25 1.67 VECO 28.74 31.36 9 0.97 32 24 1.36 WFR 8.30 8.85 7 0.01 885 20 44.25 TGAL 1.22 1.30 7 TER* 29.29 31.17 6 0.57 55 20 2.69 FSII 10.49 11.01 5 0.10 110 23 4.89 BRKS 34.48 36.10 5 0.74 49 21 2.29 COHU 24.69 25.80 4 0.94 27 18 1.52 EGLS 16.27 16.92 4 -0.68 22 LTXX 19.18 19.93 4 -0.15 20 NANO 18.62 19.30 4 0.45 43 KLIC 17.10 17.37 2 0.60 29 20 1.45 PLAB 31.00 27.40 -12 1.37 20 23 0.87 TOTALS 656.43 719.25 10 14.43 50 SOX-X 480.96 541.97 13 COMPQX1600.85 1741.39 9 * STOCKS INCLUDED IN SOX INDEX