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

To: Donald Wennerstrom who wrote (5050)	8/24/2002 1:44:22 AM
From: Gottfried	Read Replies (1) \| Respond to of 95572

Thanks Don! I see revenues bottomed a quarter back. So why is everyone so gloomy? [end]

To: Donald Wennerstrom who wrote (5050)	8/24/2002 2:26:41 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95572

Since I started the process on the Group, I thought I might as well continue with the SOX. The following is the 5 quarter revenue table with the 1 year quarter over quarter comparison sorted by percent gain. Note that at the bottom line, the change in quarterly revenue has been relatively flat. BRCM in top place has been the "star" of the SOX with 4 quarters of constantly increasing revenue. REVENUE BY QUARTER IN MILLIONS LATEST/ LATEST 2ND QTR 3RD QTR 4TH QTR 5TH QTR 5TH QTR SYMBOL QTR BACK BACK BACK BACK PERCENT BRCM 258 239 227 214 211 22 TXN 2162 1827 1787 1849 2037 6 NSM 420 370 367 339 401 5 XLNX 290 274 228 225 289 0 INTC 6319 6781 6983 6545 6334 0 MU 771 646 424 480 818 -6 LSI 438 413 406 397 465 -6 AMAT* 1460 1157 1001 1265 1576 -7 MOT 6741 6021 7429 7406 7486 -10 MXIM 280 259 247 239 318 -12 TER* 310 248 220 249 366 -15 ALTR 179 172 163 174 215 -17 LSCC 57 59 52 58 74 -23 LLTC 141 130 121 120 200 -30 KLAC* 373 357 404 503 603 -38 AMD 600 902 952 766 985 -39 NVLS* 222 170 200 304 377 -41 TOTALS 21021 20025 21211 21133 22755 -8 * Component of 17 stock SOX-X Index

To: Donald Wennerstrom who wrote (5050)	8/24/2002 2:46:11 PM
From: Donald Wennerstrom	Respond to of 95572

I discovered an error in the Group revenue table. Somehow, the column totals are in error. The following updated table should correct that error. REVENUE BY QUARTER IN MILLIONS LATEST/ LATEST 2ND QTR 3RD QTR 4TH QTR 5TH QTR 5TH QTR SYMBOL QTR BACK BACK BACK BACK PERCENT PHTN 19 17 14 12 13 46 COHU 38 32 28 25 29 31 WFR 174 137 120 121 157 11 HELX 29 20 17 20 27 7 CYMI 74 62 55 53 70 6 ATMI 58 48 41 40 55 5 PLAB 103 96 94 85 101 2 KLIC 132 107 103 118 134 -1 AMAT* 1460 1157 1001 1265 1576 -7 BRKS 86 54 62 62 97 -11 TER* 310 248 220 249 366 -15 ASYT 56 38 37 51 67 -16 ASML 406 407 409 409 501 -19 DPMI 83 87 78 93 108 -23 VECO 80 95 116 114 125 -36 MTSN 46 49 37 71 74 -38 KLAC* 373 357 404 503 603 -38 FSII 29 42 43 48 49 -41 NVLS* 222 170 200 304 377 -41 NANO 8 8 8 10 15 -47 SFAM 27 25 26 41 51 -47 CMOS 39 35 71 19 76 -49 UTEK 21 20 22 24 41 -49 TGAL 4 7 2 4 8 -50 LRCX 180 164 259 340 366 -51 SMTL 28 31 27 43 61 -54 LTXX 28 28 33 66 67 -58 EGLS 12 13 10 22 40 -70 TOTALS 4125 3554 3537 4212 5254 -21 * Component of 17 stock SOX-X Index