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


To: Return to Sender who wrote (9998)6/7/2003 2:28:35 PM
From: Donald Wennerstrom  Read Replies (2) | Respond to of 95622
 
I thought I would chime in again with an update of recent
statistics. The last 2 weeks have seen a tremendous surge
for the semi equips. An overall gain of 20 percent for the
Group, while the SOX was up 13 percent and the NASDAQ up
8 percent.

05/23/03 6/6/03 FST CALL NEXT FST CALL
CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM
SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG
ASYT 5.38 7.40 38 0.51 15 20 0.73
CMOS 7.08 9.60 36 -0.42 20
NVLS* 28.56 38.53 35 0.81 48 25 1.90
ASML 8.27 10.79 30 0.40 27 15 1.80
LTXX 7.55 9.69 28 -0.35 18
KLIC 5.62 7.21 28 0.07 103 20 5.15
CYMI 27.09 34.51 27 1.06 33 30 1.09
ATMI 20.48 25.81 26 0.62 42 20 2.08
BRKS 9.95 12.48 25 0.23 54 18 3.10
EGLS 1.60 2.00 25 -1.26 38
KLAC* 39.92 49.11 23 1.04 47 20 2.36
LRCX 15.55 19.11 23 0.32 60 20 2.99
FSII 2.84 3.49 23 0.62 6 25 0.23
SMTL 4.75 5.60 18 0.20 28 17 1.65
AMAT* 13.84 16.29 18 0.45 36 20 1.81
HELX 11.22 13.17 17 0.44 30 15 2.00
DPMI 18.95 22.06 16 -0.43 15
TER* 15.32 17.62 15 0.47 37 20 1.87
PHTN 22.85 26.02 14 0.57 46 25 1.83
UTEK 15.71 17.88 14 0.36 50 20 2.48
VECO 18.06 19.80 10 0.70 28 20 1.41
PLAB 16.00 17.40 9 0.65 27 20 1.34
MTSN 3.28 3.52 7 -0.01 20
WFR 10.31 11.02 7 0.62 18 14 1.27
COHU 17.60 17.99 2 0.52 35 7 4.94
TOTALS 347.78 418.10 20 8.19
SOX-X 344.35 388.19 13
COMPQX1510.09 1627.42 8
* STOCKS INCLUDED IN SOX INDEX