Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Return to Sender who wrote (3360)	6/2/2002 5:59:05 PM
From: Gottfried	Read Replies (2) \| Respond to of 95530

RtS, 4 updated charts with April SIA data... suite101.com suite101.com suite101.com Notice SEMI bookings are positive y-o-y while chip sales are not. That's because chip makers are spending a higher % of sales on equipment. suite101.com Thanks for your briefing! Gottfried

To: Return to Sender who wrote (3360)	6/2/2002 6:57:52 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 95530

The last 2 weeks have been "brutal" on the downside. The following table is a look at that period for the Group. 5/17/02 5/31/02 CLOSE CLOSE PERCENT SYMBOL PRICE PRICE CHANGE SFAM 4.15 4.35 5 UTEK 16.40 16.04 -2 COHU 25.80 24.50 -5 VECO 31.36 29.14 -7 SMTL 15.07 13.40 -11 FSII 11.01 9.75 -11 DPMI 39.59 34.78 -12 NANO 19.30 16.95 -12 WFR 8.85 7.70 -13 PHTN 46.42 40.38 -13 TER* 31.17 27.08 -13 CMOS 21.83 18.95 -13 CYMI 49.84 43.23 -13 KLAC* 60.11 52.13 -13 LTXX 19.93 16.89 -15 MTSN 9.38 7.90 -16 LRCX 27.04 22.74 -16 KLIC 17.37 14.60 -16 ASML 22.16 18.54 -16 BRKS 36.10 30.17 -16 PLAB 27.40 22.87 -17 HELX 28.39 23.65 -17 ASYT 20.41 17.00 -17 EGLS 16.92 14.06 -17 TGAL 1.30 1.08 -17 NVLS* 51.32 42.48 -17 AMAT* 27.31 22.18 -19 ATMI 33.32 26.65 -20 TOTALS 719.25 619.19 -14 SOX-X 541.97 476.26 -12 COMPQX1741.39 1615.73 -7 * STOCKS INCLUDED IN SOX INDEX