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

To: Return to Sender who wrote (11952)	10/3/2003 5:48:43 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 95499

A good week for the longs. The Group is up 7 percent, the SOX is up 6 percent and the NASDAQ is up 5 percent. 23 out of the 25 stocks in the Group were up - 7 were up 10 percent or more. - 9/26/03 10/3/03 FST CALL NEXT FST CALL - CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG ASML 13.15 15.06 15 0.37 41 15 2.71 ASYT 13.55 15.51 14 0.50 31 20 1.55 VECO 19.69 22.40 14 0.69 32 20 1.62 KLIC 10.47 11.87 13 0.19 62 20 3.12 BRKS 20.94 23.19 11 0.24 97 20 4.83 FSII 4.68 5.17 10 -0.10 23 ATMI 24.92 27.52 10 0.64 43 20 2.15 CMOS 11.70 12.75 9 -0.40 20 DPMI 22.97 24.96 9 0.70 36 15 2.38 NVLS* 33.62 36.34 8 0.68 53 21 2.51 KLAC* 51.79 55.98 8 1.86 30 21 1.43 PHTN 29.29 31.45 7 0.57 55 25 2.21 UTEK 28.21 30.23 7 0.67 45 25 1.80 LRCX 22.81 24.38 7 0.94 26 20 1.30 PLAB 21.55 23.00 7 0.73 32 20 1.58 EGLS 2.07 2.20 6 -0.71 22 AMAT* 18.42 19.46 6 0.46 42 20 2.08 COHU 20.08 21.20 6 0.62 34 7 4.88 WFR 11.46 11.95 4 0.61 20 10 1.96 SMTL 8.07 8.32 3 0.14 59 15 3.96 MTSN 9.00 9.27 3 -0.01 20 HELX 16.72 17.06 2 0.43 40 28 1.44 CYMI 42.04 42.06 0 1.00 42 30 1.40 TER* 19.49 18.99 -3 0.46 41 19 2.17 LTXX 12.60 12.24 -3 0.44 28 18 1.59 TOTALS 489.29 522.56 7 11.72 SOX-X 424.70 449.12 6 COMPQX1792.07 1880.58 5 * STOCKS INCLUDED IN SOX INDEX

To: Return to Sender who wrote (11952)	10/5/2003 11:03:50 AM
From: Alastair McIntosh	Read Replies (3) \| Respond to of 95499

Dick Green states: The lack of job growth was the last refuge of the bears. Now, the idea that consumer spending will slow down in the months ahead because of a continued loss of jobs seems implausible. Yes, there will be more jobs shifted overseas and layoffs in selected sectors. A growing economy, however, leads to more jobs. The US economy is huge, and 57,000 jobs is actually a very small number. However, it is a move in the right direction. The virtuous economic cycle may kick in even while monetary and fiscal policy remain stimulative. The long-term fundamentals are bullish. -- Dick Green, Briefing.com I wonder if Dick Green has seen this: story.news.yahoo.com Data Revision Confirms Weak Jobs Picture Sun Oct 5, 7:33 AM ET Add Business - Reuters to My Yahoo! WASHINGTON (Reuters) - A warning by the U.S. Labor Department (news - web sites) that it expects to revise down past employment data pours cold water on the view of some economists who believed the jobs market had been improving for some time, analysts said on Friday. Statisticians at the Labor Department said they expect to revise down U.S. payroll employment by about 145,000 for the March 2003 reference month -- effectively showing even greater weakness in the sluggish labor market than previously thought. The downward adjustment surprised Wall Street, which had been rife with speculation this week that Labor would adjust the figures up, bringing payrolls more in line with another survey which has shown a recent improvement in the job market.