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


To: Donald Wennerstrom who wrote (5042)8/23/2002 10:01:49 PM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 95567
 
A rather interesting week - the Group is down 3 percent, the
SOX down 4 percent, and the NASDAQ up 1 percent. Of the 4
semi-equips in the SOX, NVLS was down 8 percent, KLAC was
down 6 percent, TER was down 5 percent and AMAT was UP 3
percent. NVLS and KLAC bere big "drags" on the SOX. It's
also not often the NASDAQ is up while the SOX is down.

8/16/02 8/23/02 FST CALL NEXT FST CALL
CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM
SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG
MTSN 2.30 3.00 30 -0.88 23
EGLS 3.06 3.82 25 -1.77 22
SMTL 5.88 6.75 15 0.17 40 21 1.91
HELX 11.72 12.17 4 0.30 41 25 1.62
FSII 4.69 4.82 3 -0.26 23
AMAT* 14.70 15.08 3 0.50 30 21 1.45
PLAB 12.10 12.33 2 0.31 40 23 1.73
TGAL 0.72 0.73 1
ATMI 18.74 19.00 1 0.83 23 21 1.12
ASML 11.50 11.63 1 0.49 24 20 1.19
COHU 15.92 16.00 1 0.61 26 13 2.10
CYMI 27.75 27.75 0 1.50 19 24 0.79
NANO 5.60 5.49 -2 -0.06
PHTN 22.70 22.07 -3 1.05 21 25 0.84
UTEK 14.80 14.35 -3 0.42 34 25 1.37
LRCX 14.24 13.60 -4 0.66 21 21 1.01
WFR 3.69 3.52 -5 0.45 8 20 0.39
VECO 14.75 14.07 -5 0.72 20 22 0.90
CMOS 13.58 12.91 -5 -0.57 20
TER* 15.56 14.75 -5 -0.04 20
KLAC* 39.08 36.71 -6 1.83 20 23 0.87
ASYT 11.74 11.00 -6 0.96 11 25 0.47
SFAM 5.13 4.76 -7 0.22 22 18 1.24
NVLS* 29.15 26.78 -8 0.97 28 23 1.23
DPMI 27.06 24.78 -8 0.68 36 22 1.66
LTXX 10.91 9.80 -10 -0.39 20
BRKS 21.85 19.57 -10 0.30 65 21 3.18
KLIC 4.75 4.10 -14 -0.54 20
TOTALS 383.67 371.34 -3 8.46 44
SOX-X 348.48 336.27 -4
COMPQX1361.01 1380.62 1
* STOCKS INCLUDED IN SOX INDEX