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

To: Donald Wennerstrom who wrote (5547)	9/22/2002 1:06:37 PM
From: Return to Sender	Read Replies (4) \| Respond to of 95478

This may be the single best table you have put together so far for us Don. Can you give us similar data for the SOX components? I realize BRCM was not in the SOX then so that is not likely to be possible. At any rate this table points out that on a historical basis we are very, very close to bottom no matter what P/E's may be. Of course history does not rewrite itself exactly. RtS

To: Donald Wennerstrom who wrote (5547)	9/22/2002 1:06:43 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95478

This is a follow-up table for "price to sales" for the Group. Here there is some disparity in the bottom line numbers. The number of 31.93 then was much lower than the 49.62 number of today. 9/20/02 10/2/98 9/20/02 Price Price 10/2/02 Close to to Close SYMBOL Price Sales Sales Price PHTN 19.21 4.10 0.87 2.94 AMAT 11.94 4.09 1.89 5.99 NVLS 22.15 3.67 1.25 7.62 KLAC 28.02 3.36 1.69 11.31 CMOS 8.68 3.32 1.06 6.44 CYMI 19.58 2.62 1.17 9.00 HELX 9.16 2.48 1.65 9.00 UTEK 9.05 2.35 2.55 14.63 LTXX 5.75 2.31 0.34 1.91 ATMI 14.28 2.27 2.11 12.88 COHU 13.01 2.19 0.74 8.40 ASML 6.71 1.94 2.43 5.20 TER 10.06 1.76 0.94 8.75 ASYT 7.85 1.54 0.52 3.44 LRCX 9.28 1.26 0.35 3.32 NANO 3.50 1.19 1.43 6.75 DPMI 22.27 1.19 1.18 21.00 SMTL 5.23 1.15 0.41 2.94 BRKS 12.65 1.04 1.00 9.63 SFAM 3.94 1.01 1.20 12.50 VECO 11.76 0.90 2.31 28.13 PLAB 10.48 0.84 1.38 12.75 EGLS 1.80 0.69 1.05 8.13 WFR 3.58 0.67 0.17 3.88 FSII 3.45 0.57 0.48 5.28 MTSN 2.04 0.44 0.60 3.38 KLIC 3.39 0.36 0.62 6.47 TGAL 0.40 0.31 0.54 2.00 TOTALS 279.22 49.62 31.93 233.67 SOX-X 248.87 203.66 COMPQX1221.09 1614.98