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

To: Donald Wennerstrom who wrote (12426)	11/7/2003 6:08:21 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95414

Another good week for the semi-equips, SOX and the NASDAQ. The weekly update of the Group chart is shown below. 23 of the 25 stocks in the Group were in positive territory this week - overall the Group gain was 7 percent, the SOX gain 6 percent and the NASDAQ gain was 2 percent. - 10/31/03 11/7/03 FST CALL NEXT FST CALL - CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG SMTL 9.24 11.50 24 0.63 18 15 1.22 EGLS 3.44 4.18 22 -1.00 22 HELX 17.95 21.04 17 0.45 47 20 2.34 KLIC 14.72 16.35 11 0.19 86 20 4.30 TER* 22.78 25.16 10 0.48 52 18 2.91 LTXX 14.41 15.77 9 0.44 36 18 2.05 AMAT* 23.33 25.25 8 0.46 55 20 2.70 PHTN 37.85 40.90 8 1.27 32 25 1.29 ATMI 22.99 24.68 7 0.42 59 20 2.94 LRCX 28.75 30.76 7 1.00 31 20 1.54 DPMI 23.18 24.76 7 0.58 43 19 2.27 CYMI 45.66 48.73 7 0.89 55 28 1.96 VECO 25.35 26.93 6 0.60 45 18 2.56 MTSN 14.19 15.06 6 0.22 68 20 3.42 BRKS 24.96 26.47 6 1.13 23 18 1.34 NVLS* 41.25 43.70 6 0.71 62 20 3.08 WFR 11.20 11.85 6 0.61 19 10 1.94 ASML 17.55 18.56 6 0.41 45 15 3.02 UTEK 31.35 32.95 5 0.75 44 30 1.46 COHU 20.16 21.11 5 0.58 36 7 5.20 KLAC* 57.20 59.53 4 1.74 34 20 1.71 PLAB 21.59 22.15 3 0.73 30 20 1.52 CMOS 16.31 16.73 3 -0.38 20 ASYT 18.69 18.34 -2 0.50 37 20 1.83 FSII 6.29 5.94 -6 0.39 15 20 0.76 TOTALS 570.39 608.40 7 13.80 SOX-X 496.52 526.42 6 COMPQX1932.21 1970.74 2 * STOCKS INCLUDED IN SOX INDEX

To: Donald Wennerstrom who wrote (12426)	11/7/2003 8:37:21 PM
From: Sarmad Y. Hermiz	Read Replies (4) \| Respond to of 95414

>> Timing An Exit Strategy Don, first I want to say thanks for not reminding me that nasdaq did not break thru 2000 today. But I can't resist saying that today was the most perverse reaction to good news that I have seen in years. And also thanks for posting the exit strategy reference. Regarding today, it seems lately that good news is greeted by a mild sell-off, then a day or two later the market is at new highs. I hope the same will happen now. But I really thought today's report would overcome any skepticism. So now can there be any doubt that the holiday shopping data will set all time records for spending ? Millions of people have new homes and will spend on furnishings and appliances. I guess the initial reports will be greeted by sell-off, then in mid December, we'll see the market at new highs again. Sarmad