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

To: Donald Wennerstrom who wrote (11541)	9/10/2003 7:54:37 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95616

>Somewhere along the line, reality has to set in - and then what will happen?< Don, I still believe that there is a strong possibility that we have not yet seen the bottom of a much longer term bear market. If that is correct then when reality sets in our favorite stocks will be selling for such ridiculously low valuations that most here will never believe it. In the meantime I plan to buy this dip in hopes for a rally this winter. Holding my powder dry. RtS

To: Donald Wennerstrom who wrote (11541)	9/11/2003 4:20:56 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95616

Since the market close on 8/22, 13 trading days ago, 3 of the 4 semi-equips in the SOX are down, AMAT, KLAC, and NVLS while TER is up. Adding the results of the 4 stocks together shows a negative number, while the SOX still managed to rise a small amount, and the NASDAQ did much better than the SOX. While we tend to hear how this rally is "technolgy driven", the last few days show the semi-equips and the SOX to be under performing the broader NASDAQ market. - 08/22/03 9/11/03 FST CALL NEXT FST CALL - CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG AMAT* 21.30 21.11 -1 0.46 46 20 2.26 KLAC* 57.05 56.43 -1 1.80 31 20 1.57 NVLS* 40.02 37.30 -7 0.67 56 22 2.53 TER* 17.25 20.01 16 0.61 33 12 2.73 TOTALS 135.62 134.85 -1 3.54 SOX-X 439.66 448.87 2 COMPQX1765.32 1846.11 5 * STOCKS INCLUDED IN SOX INDEX