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


To: Donald Wennerstrom who wrote (12461)11/10/2003 6:42:58 PM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 95420
 
This table is sorted by the percent gains from Feb to last Friday's close.


- 10/9/02 2/7/03 11/7/03 2/7-11/7 10/9-11/7
- CLOSE CLOSE PCT CLOSE PCT PCT
SYMBOL PRICE PRICE CHANGE PRICE CHANGE CHANGE
MTSN 1.65 2.25 36 15.06 569 813
EGLS 1.21 1.15 -5 4.18 263 245
KLIC 1.95 4.63 137 16.35 253 738
LTXX 3.33 4.56 37 15.77 246 374
ASYT 3.95 5.98 51 18.34 207 364
PHTN 16.15 13.75 -15 40.90 197 153
UTEK 6.77 11.31 67 32.95 191 387
BRKS 8.95 9.69 8 26.47 173 196
TER* 7.22 9.63 33 25.16 161 248
HELX 7.48 8.11 8 21.04 159 181
ASML 5.28 7.22 37 18.56 157 252
FSII 2.36 2.32 -2 5.94 156 152
LRCX 6.72 12.28 83 30.76 150 358
SMTL 4.29 4.86 13 11.50 137 168
CMOS 6.30 7.11 13 16.73 135 166
AMAT* 10.41 11.81 13 25.25 114 143
PLAB 7.90 10.38 31 22.15 113 180
VECO 9.40 13.36 42 26.93 102 186
KLAC* 26.15 31.64 21 59.53 88 128
WFR 4.70 7.15 52 11.85 66 152
CYMI 16.74 30.21 80 48.73 61 191
NVLS* 20.17 27.44 36 43.70 59 117
COHU 9.99 13.56 36 21.11 56 111
ATMI 12.44 17.11 38 24.68 44 98
DPMI 16.07 19.48 21 24.76 27 54
TOTALS 217.58 286.99 32 608.40 112 180
SOX-X 214.06 260.92 22 526.42 102 146
COMPQX1114.11 1282.47 15 1970.74 54 77
* STOCKS INCLUDED IN SOX INDEX



To: Donald Wennerstrom who wrote (12461)11/11/2003 3:02:07 AM
From: The Ox  Read Replies (1) | Respond to of 95420
 
...fantastic!

Thank you, very much. I will post my thoughts in a day or 2 but I just wanted to say good job. Lot's to consider in your tables!

Only the first of many things to jump out at us is that TSM is supposed to earn more per share--- and grow faster then MOT--- but it's priced 20% less. Hmmm...