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

To: Donald Wennerstrom who wrote (5431)	9/18/2002 5:30:31 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95406

Using these past 2 tables, net income is divided by revenue to determine net profit shown in the table below. In this comparison, KLAC really "shines". It is the only company out of the 28 in the Group that has positive net income for the 5 quarters totaling 315M. Only AMAT(154M), CYMI(11M) and NVLS(78M) have positive net income for the total 5 quarters. Several other companies have positive quarters as shown. The table also shows how the 3rd quarter back was the most difficult quarter - only 3 companies, KLAC, NVLS and PLAB had positive net income. In the 2nd quarter back, 6 companies had positive net income, and in the last quarter, 8 companies had positive net income. PERCENT BY QUARTER NET INCOME/REVENUE LATEST/ LATEST 2ND QTR 3RD QTR 4TH QTR 5TH QTR 5TH QTR SYMBOL QTR BACK BACK BACK BACK PERCENT AMAT* 8 4 7 2 ASML ASYT ATMI 2 BRKS 1 CMOS COHU 3 CYMI 9 6 7 4 DPMI 6 8 EGLS FSII HELX KLAC* 13 10 12 17 22 15 KLIC LRCX 1 16 LTXX 6 MTSN NANO 13 NVLS* 5 2 9 16 6 PHTN PLAB 3 2 2 2 SFAM SMTL 2 8 TER* TGAL UTEK 12 VECO 2 9 WFR 8 TOTALS * Component of 17 stock SOX-X Index