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

To: Return to Sender who wrote (4208)	7/21/2002 8:30:57 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 95400

The following table is an update of one I posted many weeks ago. It shows the upgrades and downgrades for the Group. It does not show "initiations" by analysts, only changes from previously established ratings. The first column shows data for the first 6 months of the year, the second column shows the first 3 weeks in July, and the last column is the sum of the first 2 columns. Note the first column has more upgrades than downgrades. The second column has only 2 upgrades for the Group and 33 downgrades. The analysts have been "killing" the semi-equips for the last 3 weeks. Total Up/Dwn Up/Dwn Up/Dwn 1/1/02 7/1/02 1/1/02 to to to 6/30/02 7/19/02 Date SYMBOL UP DN UP DN UP DN AMAT 5 5 0 2 5 7 ASML 2 1 0 0 2 1 ASYT 3 1 0 2 3 3 ATMI 1 1 0 0 1 1 BRKS 2 0 0 1 2 1 CMOS 1 0 0 0 1 0 COHU 0 0 0 0 0 0 CYMI 2 2 0 1 2 3 DPMI 0 1 0 4 0 5 EGLS 0 0 0 1 0 1 FSII 0 0 0 0 0 0 HELX 0 0 0 2 0 2 KLAC 5 4 1 2 6 6 KLIC 3 0 0 1 3 1 LRCX 1 1 0 2 1 3 LTXX 1 1 0 0 1 1 MTSN 1 0 0 0 1 0 NANO 1 1 0 1 1 2 NVLS 4 2 0 3 4 5 PHTN 3 0 0 0 3 0 PLAB 1 0 1 3 2 3 SFAM 0 1 0 0 0 1 SMTL 1 0 0 0 1 0 TER 6 4 0 3 6 7 TGAL 1 0 0 0 1 0 UTEK 0 0 0 1 0 1 VECO 3 3 0 4 3 7 WFR 1 0 0 0 1 0 TOTALS 48 28 2 33 50 61 * Component of 16 stock SOX-X Index