To: Return to Sender who wrote (11003 ) 8/15/2003 10:41:07 PM From: Donald Wennerstrom Read Replies (2) | Respond to of 95702 It was a very strong week - last week the Group, SOX and NASDAQ were down 10 percent, 6 percent and 4 percent respectively. This week the Group, SOX and NASDAQ were up 11 percent, 7 percent and 4 percent respectively. Three of the stocks in the Group, PHTN, UTEK and HELX were up 18 percent and led the pack. KLAC, NVLS, TER and AMAT were up 8 percent, 7 percent, 6 percent and 6 percent respectively, but are in the lower half of the table. All 25 stocks in the Group were in positive territory with COHU in last place with a 3 percent gain. - 08/08/03 8/15/03 FST CALL NEXT FST CALL - CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG PHTN 24.52 28.90 18 0.54 54 25 2.14 UTEK 21.86 25.75 18 0.65 40 18 2.26 HELX 14.55 17.10 18 0.43 40 28 1.45 BRKS 17.54 20.57 17 0.24 86 20 4.29 ASYT 10.57 12.39 17 0.44 28 20 1.41 MTSN 3.96 4.55 15 -0.06 20 LTXX 8.86 10.15 15 -0.42 18 FSII 4.07 4.66 14 -0.10 23 LRCX 19.08 21.74 14 0.88 25 20 1.24 KLIC 8.18 9.32 14 0.20 47 20 2.33 CYMI 36.18 40.40 12 0.96 42 30 1.40 SMTL 6.10 6.78 11 0.15 45 17 2.74 ATMI 23.46 25.74 10 0.59 44 20 2.18 PLAB 16.38 17.85 9 0.64 28 20 1.39 EGLS 1.68 1.83 9 -0.71 22 VECO 17.55 19.06 9 0.69 28 20 1.38 KLAC* 48.04 52.00 8 1.76 30 20 1.48 WFR 10.08 10.90 8 0.64 17 12 1.42 ASML 11.89 12.75 7 0.37 34 15 2.30 NVLS* 33.32 35.72 7 0.67 53 22 2.42 CMOS 8.50 9.05 6 -0.43 20 TER* 15.07 16.01 6 0.47 34 19 1.79 AMAT* 17.88 18.95 6 0.45 42 20 2.07 DPMI 18.88 19.88 5 0.70 28 15 1.89 COHU 18.24 18.81 3 0.62 30 7 4.33 TOTALS 416.44 460.86 11 10.37 SOX-X 368.69 394.50 7 COMPQX1644.03 1702.01 4 * STOCKS INCLUDED IN SOX INDEX