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


To: Donald Wennerstrom who wrote (11164)8/23/2003 2:02:43 PM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 95632
 
Here is an update on how far the Group has risen since it
bottomed last October 9th. KLIC is the big winner with a
493 percent gain. DPMI is in last place with a 59 percent
gain. Overall the Group is up 138 percent, the SOX is up
105 percent and the NASDAQ is up 58 percent.

- 10/9/02 8/22/03 FST CALL NEXT FST CALL
- CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM
SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG
KLIC 1.95 11.56 493 0.20 58 20 2.89
UTEK 6.77 27.64 308 0.66 42 25 1.68
LRCX 6.72 24.58 266 0.88 28 20 1.40
LTXX 3.33 12.00 260 -0.42 18
ASYT 3.95 13.40 239 0.44 30 20 1.52
MTSN 1.65 5.54 236 -0.06 20
PLAB 7.90 23.36 196 0.66 35 20 1.77
ASML 5.28 14.89 182 0.37 40 15 2.68
BRKS 8.95 24.42 173 0.24 102 20 5.09
CYMI 16.74 44.41 165 0.96 46 30 1.54
WFR 4.70 12.04 156 0.64 19 12 1.57
HELX 7.48 17.92 140 0.43 42 28 1.52
TER* 7.22 17.25 139 0.46 38 19 1.97
VECO 9.40 20.93 123 0.69 30 20 1.52
ATMI 12.44 27.48 121 0.59 47 20 2.33
COHU 9.99 21.80 118 0.62 35 7 5.02
KLAC* 26.15 57.05 118 1.76 32 20 1.62
AMAT* 10.41 21.30 105 0.46 46 20 2.28
NVLS* 20.17 40.02 98 0.67 60 22 2.72
FSII 2.36 4.50 91 -0.10 23
SMTL 4.29 8.07 88 0.16 50 17 3.06
PHTN 16.15 29.57 83 0.54 55 25 2.19
CMOS 6.30 10.57 68 -0.12 20
EGLS 1.21 1.95 61 -0.71 22
DPMI 16.07 25.48 59 0.70 36 15 2.43
TOTALS 217.58 517.73 138 10.72
SOX-X 214.06 439.66 105
COMPQX1114.11 1765.32 58
* STOCKS INCLUDED IN SOX INDEX



To: Donald Wennerstrom who wrote (11164)8/23/2003 2:53:26 PM
From: Cary Salsberg  Respond to of 95632
 
RE: "Your 17 and 27 baggers seem to be over a period of many months. The Group gain of 25 percent with certain individual stocks therein being much more happened in 2 weeks."

18 months. That is ~80 weeks or 40 times your 2 weeks. 40 times 25% (not compounded) is a 10 bagger. Compounded, you win by a mile.