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

To: Donald Wennerstrom who wrote (4831)	8/10/2002 5:46:34 PM
From: Gottfried	Read Replies (1) \| Respond to of 95574

Don, thanks for all your tables! Silence does not mean they're ignored. :) We are exposed to lots of flawed historic comparisons. That reminded me to view SP500 vs interest rates stockcharts.com G.

To: Donald Wennerstrom who wrote (4831)	8/10/2002 7:09:22 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95574

The following is an updated table for the past 3 weeks. It shows the upgrades and downgrades for the individual stocks in the group. New coverage by any broker/analyst is not included. The past 3 weeks have seen a nice turn around from July heavy downgrade activity. Ten upgrades and only 1 downgrade over the 3 week period. Up/Dwn Up/Dwn Up/Dwn 1/1/02 7/1/02 7/20/02 to to to 6/30/02 7/19/02 8/10/02 SYMBOL UP DN UP DN UP DN AMAT* 5 5 0 2 1 0 ASML 2 1 0 0 0 0 ASYT 3 1 0 2 0 0 ATMI 1 1 0 0 1 0 BRKS 2 0 0 1 0 0 CMOS 1 0 0 0 1 0 COHU 0 0 0 0 1 0 CYMI 2 2 0 1 0 0 DPMI 0 1 0 4 0 0 EGLS 0 0 0 1 0 0 FSII 0 0 0 0 0 0 HELX 0 0 0 2 0 0 KLAC* 5 4 1 2 1 0 KLIC 3 0 0 1 0 0 LRCX 1 1 0 2 1 0 LTXX 1 1 0 0 1 0 MTSN 1 0 0 0 0 0 NANO 1 1 0 1 0 1 NVLS* 4 2 0 3 1 0 PHTN 3 0 0 0 0 0 PLAB 1 0 1 3 0 0 SFAM 0 1 0 0 0 0 SMTL 1 0 0 0 1 0 TER* 6 4 0 3 0 0 TGAL 0 0 0 0 0 0 UTEK 0 0 0 1 0 0 VECO 3 3 0 4 0 0 WFR 1 0 0 0 1 0 TOTALS 48 28 2 33 10 1 * Component of 16 stock SOX-X Index