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

To: Donald Wennerstrom who wrote (4835)	8/10/2002 9:09:11 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 95579

For what its worth, here is a table of revenue for the Group for the last 4 quarters obtained from Edgar Online. ASML did not have quarterly data so I used equal numbers from the latest annual revenue. Then a fifth column was added showing the percent change from 4 quarters back to the latest quarter and sorted as shown. The Group total is down 19 percent so each individual stock can be compared to that number. REVENUE BY QUARTER IN MILLIONS LATEST/ LATEST 2ND QTR 3RD QTR 4TH QTR 4TH QTR SYMBOL QTR BACK BACK BACK PERCENT CMOS 0.038 0.035 0.116 0.019 100 FSII 0.029 0.042 0.043 0.018 61 COHU 0.038 0.032 0.028 0.025 52 HELX 0.029 0.020 0.017 0.020 45 PHTN 0.017 0.014 0.008 0.012 42 PLAB 0.103 0.096 0.094 0.085 21 ASML 0.410 0.410 0.410 0.410 0 LRCX 0.164 0.259 0.340 0.172 -5 DPMI 0.083 0.087 0.077 0.092 -10 CYMI 0.062 0.055 0.053 0.070 -11 TGAL 0.007 0.002 0.004 0.008 -13 ATMI 0.048 0.041 0.039 0.055 -13 WFR 0.137 0.120 0.121 0.157 -13 AMAT* 1.160 1.000 1.370 1.330 -13 KLIC 0.107 0.103 0.118 0.131 -18 KLAC* 0.357 0.404 0.503 0.467 -24 VECO 0.080 0.093 0.116 0.113 -29 TER* 0.248 0.220 0.249 0.366 -32 MTSN 0.046 0.049 0.037 0.071 -35 BRKS 0.058 0.061 0.071 0.093 -38 ASYT 0.038 0.037 0.051 0.067 -43 SMTL 0.031 0.027 0.061 0.055 -44 EGLS 0.012 0.013 0.009 0.022 -45 NANO 0.008 0.008 0.010 0.015 -47 SFAM 0.025 0.026 0.041 0.051 -51 UTEK 0.020 0.022 0.024 0.041 -51 LTXX 0.028 0.028 0.033 0.058 -52 NVLS* 0.170 0.200 0.304 0.377 -55 TOTALS 3.553 4.400 -19 * Component of 17 stock SOX-X Index