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

To: Donald Wennerstrom who wrote (10266)	6/22/2003 3:22:37 PM
From: Gottfried	Respond to of 95610

Don, good info to have >Only 4 companies, KLAC, AMAT, NVLS and CYMI were profitable over this 5 quarter period.< Thank You! Gottfried

To: Donald Wennerstrom who wrote (10266)	6/22/2003 3:22:57 PM
From: Donald Wennerstrom	Respond to of 95610

The last 2 tables can be combined to show net income/revenue for each quarter - a pretty empty picture due to lack of profits. KLAC is the "star" of the Group over the last 5 quarters, while WFR has been coming on very strong over the last 2 quarters. - PERCENT NET INC/REV - LAST FIVE QUARTERS - LATEST 2ND QTR 3RD QTR 4TH QTR 5TH QTR TOTAL SYMBOL QTR BACK BACK BACK BACK 5QTR AMAT* 10 8 4 3 ASML ASYT ATMI BRKS CMOS COHU 2 CYMI 8 9 7 3 DPMI 2 6 EGLS FSII HELX KLAC* 9 9 14 12 10 11 KLIC LRCX 0 1 1 LTXX MTSN NVLS* 5 1 2 5 2 3 PHTN 1 PLAB 1 2 SMTL TER* UTEK VECO WFR 10 19