Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Donald Wennerstrom who wrote (11710)	9/19/2003 8:48:29 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95572

The Group may not be quite as interesting as the SOX over that 3 week period, but it does have a couple of interesting characteristics. First, the leader of the Group over the 3 weeks is MTSN with a gain of 63 percent - TER is in 2nd place with a gain of 23 percent. Note that 4 of the 5 top spots in the table list stocks with negative earnings for "next year". Investors obviously think they are going to recover soon and make big profits, but you will have to wait beyond "next year".:) AMAT occupies last place in this table with a 5 percent loss - as a matter of fact, the bottom 5 in the table have losses of 5 percent including KLAC. - 08/29/03 9/19/03 FST CALL NEXT FST CALL - CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG MTSN 6.00 9.75 63 -0.01 20 TER* 17.83 22.00 23 0.46 48 19 2.52 CMOS 11.49 13.65 19 -0.40 20 FSII 4.40 5.05 15 -0.10 23 EGLS 2.44 2.73 12 -0.71 22 ASYT 14.00 15.64 12 0.50 31 20 1.56 VECO 21.35 22.65 6 0.69 33 20 1.64 SMTL 8.91 9.40 5 0.16 59 18 3.36 KLIC 11.74 12.30 5 0.19 65 20 3.24 UTEK 29.32 30.63 4 0.68 45 25 1.80 HELX 18.36 18.89 3 0.43 44 28 1.60 BRKS 24.45 25.08 3 0.24 105 20 5.23 CYMI 45.77 46.69 2 1.00 47 30 1.56 PLAB 24.28 24.57 1 0.73 34 20 1.68 WFR 12.98 13.08 1 0.61 21 12 1.79 DPMI 25.61 25.45 -1 0.70 36 15 2.42 PHTN 32.57 32.20 -1 0.57 56 25 2.26 ATMI 27.95 27.55 -1 0.64 43 20 2.15 LRCX 25.61 24.98 -2 0.94 27 20 1.33 NVLS* 39.96 38.55 -4 0.68 57 21 2.66 KLAC* 59.45 56.67 -5 1.86 30 21 1.45 ASML 15.77 15.00 -5 0.37 41 15 2.70 COHU 22.10 21.00 -5 0.62 34 7 4.84 LTXX 14.91 14.12 -5 0.44 32 18 1.83 AMAT* 21.63 20.48 -5 0.46 45 20 2.19 TOTALS 538.88 548.11 2 11.75 SOX-X 456.06 460.79 1 COMPQX1810.45 1905.70 5 * STOCKS INCLUDED IN SOX INDEX