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

To: Donald Wennerstrom who wrote (11882)	9/28/2003 7:12:47 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95521

Here we go with the weekly update for the Group(finally:). The Group was down 11 percent, the SOX down 8 percent, and the NASDAQ down 6 percent. - 9/19/03 9/26/03 FST CALL NEXT FST CALL - CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG COHU 21.00 20.08 -4 0.62 32 7 4.63 FSII 5.05 4.68 -7 -0.10 23 MTSN 9.75 9.00 -8 -0.01 20 UTEK 30.63 28.21 -8 0.67 42 25 1.68 KLAC* 56.67 51.79 -9 1.86 28 21 1.33 LRCX 24.98 22.81 -9 0.94 24 20 1.21 PHTN 32.20 29.29 -9 0.57 51 25 2.06 ATMI 27.55 24.92 -10 0.64 39 20 1.95 DPMI 25.45 22.97 -10 0.70 33 15 2.19 CYMI 46.69 42.04 -10 1.00 42 30 1.40 AMAT* 20.48 18.42 -10 0.46 40 20 1.97 LTXX 14.12 12.60 -11 0.44 29 18 1.64 TER* 22.00 19.49 -11 0.46 42 19 2.23 HELX 18.89 16.72 -11 0.43 39 28 1.41 PLAB 24.57 21.55 -12 0.73 30 20 1.48 ASML 15.00 13.15 -12 0.37 36 15 2.37 WFR 13.08 11.46 -12 0.61 19 10 1.88 NVLS* 38.55 33.62 -13 0.68 49 21 2.32 VECO 22.65 19.69 -13 0.69 29 20 1.43 ASYT 15.64 13.55 -13 0.50 27 20 1.36 SMTL 9.40 8.07 -14 0.14 58 15 3.84 CMOS 13.65 11.70 -14 -0.40 20 KLIC 12.30 10.47 -15 0.19 55 20 2.76 BRKS 25.08 20.94 -17 0.24 87 20 4.36 EGLS 2.73 2.07 -24 -0.71 22 TOTALS 548.11 489.29 -11 11.72 SOX-X 460.79 424.70 -8 COMPQX1905.70 1792.07 -6 * STOCKS INCLUDED IN SOX INDEX

To: Donald Wennerstrom who wrote (11882)	9/28/2003 7:14:55 PM
From: BWAC	Respond to of 95521

I have no idea on LSI either. But agree it had a very bad week.

To: Donald Wennerstrom who wrote (11882)	9/28/2003 8:59:25 PM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 95521

>> I don't have a clue as to why that performance happened, but for now, it is not looking good at all. Hi Don. Nothing to fret about in LSI. It had tripled in the past 6 months, so it is entitled to a little sell-off of 20%. Notice that LSI did not drop on any day that the NASDAQ did not drop. And in fact, being 20% below the 52-week high is not really a dis-honor, since Altera which relies on similar customers is also down 20%. And Xilinx also is down. With the absence of tech earnings news, selling begets selling. But there's nothing to fear. Negative warnings are non-existent. And the October - the bear killer - is neigh. Sarmad