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

To: Gottfried who wrote (10263)	6/22/2003 3:01:59 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95648

This post plus the next 2 show a "snapshot" in time of quarterly revenue, net income, and net income/revenue. First the revenue for the Group. Revenue at the bottom line for the 5 quarters is almost 20 billion. - REVENUE BY QUARTER - IN MILLIONS - SUM - LATEST 2ND QTR 3RD QTR 4TH QTR 5TH QTR 5QTR SYMBOL QTR BACK BACK BACK BACK TOTAL AMAT* 1107 1054 1446 1460 1157 6224 ASML 680 680 458 458 482 2758 KLAC* 304 335 376 373 357 1745 TER* 335 334 331 310 248 1558 NVLS* 238 218 231 222 170 1079 LRCX 187 185 198 180 164 914 WFR 188 186 190 174 137 875 KLIC 126 111 122 132 107 598 PLAB 86 81 90 98 103 458 BRKS 93 85 103 86 57 424 DPMI 76 81 84 95 83 419 LTXX 29 27 30 33 28 512 VECO 66 69 73 77 80 365 CYMI 68 70 85 74 62 359 ASYT 76 72 52 38 36 274 MTSN 68 49 61 47 46 271 ATMI 54 54 52 58 48 266 CMOS 43 37 43 48 39 210 COHU 31 28 37 38 32 166 SMTL 36 30 37 28 31 162 FSII 21 26 30 29 42 148 HELX 24 24 27 29 20 124 UTEK 22 21 7 21 20 91 PHTN 10 20 18 19 14 81 EGLS 10 13 12 21 12 68 TOTALS 3978 3890 4193 4148 3575 19784

To: Gottfried who wrote (10263)	6/22/2003 3:48:51 PM
From: Sam Citron	Read Replies (1) \| Respond to of 95648

OT RE: Searching SI using Google Though Google is considered the gold standard in search, I have found that using a Google site-specific search to get around SI's search inadequacy is not particularly helpful. For example, a simple full-text SI search on the word "synapse" yields 24 reverse chronologically ordered hits between 9/21/02 and 4/27/03. The same search in Google using "synapse site:www.siliconinvestor.com" in the searchbox yields only two results: 6/8/02 and 2/23/03. While it is true that Google appears to have certain advantages, such as the ability to exclude certain words or phrases, the highly selective and idiosyncratic nature of Google's almost black-box search algorithm generally makes your suggested workaround less than satisfactory. I suppose we will just have to wait and pray for SI's own search renovation. Sam