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

To: Donald Wennerstrom who wrote (3522)	6/15/2002 4:43:11 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95541

This is the same Group data sorted by PEG. 6/7/02 6/14/02 FST CALL NEXT FST CALL CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG ASYT 16.29 16.41 1 1.38 12 25 0.48 ASML 17.36 15.28 -12 0.90 17 28 0.62 PLAB 21.67 20.98 -3 1.29 16 23 0.71 PHTN 36.83 28.78 -22 1.34 21 25 0.86 NVLS* 40.00 35.97 -10 1.57 23 25 0.92 CYMI 39.12 36.05 -8 1.72 21 23 0.93 UTEK 15.56 14.15 -9 0.59 24 25 0.96 KLIC 13.47 12.43 -8 0.63 20 20 0.99 VECO 26.96 24.80 -8 0.97 26 24 1.07 ATMI 25.73 23.21 -10 0.96 24 21 1.18 AMAT* 20.62 19.83 -4 0.76 26 22 1.21 COHU 20.52 18.32 -11 0.72 25 21 1.24 HELX 22.85 21.18 -7 0.68 31 25 1.25 KLAC* 49.39 48.45 -2 1.43 34 25 1.36 DPMI 33.09 32.09 -3 0.99 32 22 1.51 BRKS 27.78 25.97 -7 0.77 34 21 1.58 LRCX 21.14 19.29 -9 0.48 40 25 1.61 TER* 26.08 25.86 -1 0.56 46 20 2.27 SMTL 12.65 12.47 -1 0.24 52 21 2.50 FSII 8.83 8.49 -4 0.10 85 23 3.77 CMOS 17.75 17.51 -1 0.04 438 20 21.89 WFR 7.40 6.50 -12 0.01 650 20 32.50 EGLS 11.83 12.50 6 -0.68 22 NANO 14.17 14.89 5 0.45 33 SFAM 4.60 4.45 -3 -0.75 18 LTXX 15.93 15.21 -5 -0.26 20 MTSN 6.55 6.20 -5 -0.53 23 TGAL 0.97 0.89 -8 TOTALS 575.14 538.16 -6 16.36 33 SOX-X 441.01 426.00 -3 COMPQX1535.48 1504.74 -2 * STOCKS INCLUDED IN SOX INDEX

To: Donald Wennerstrom who wrote (3522)	6/17/2002 6:05:52 AM
From: robert b furman	Read Replies (1) \| Respond to of 95541

Hi Don, This is a critical test point on long term charts. siliconinvestor.com siliconinvestor.com siliconinvestor.com siliconinvestor.com siliconinvestor.com Note ADX has reversed although short term indicators are negative. This dip has been more severe than past dips that ocurred as cycle bookings reverse off trough valuations. Any test of support must appear, momentarily as a breach of support, - I think that's where we are now or will soon be.Four weeks of decline and the decline is accelerating is bringing in fear - that's a ggod sign. I do not believe the cycle of technology expansion is over - bubble or not. Our future requires more complex chips in greater numbers. Scary - YES The END OF A WORLD and its one great megatrend - NO JMHO Bob