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

To: Donald Wennerstrom who wrote (12602)	11/21/2003 7:25:27 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95610

This is the weekly update of the Group data. Not much movement this week, but at the bottom line it was in the negative direction. The Group is down 2 percent, SOX down 1 percent and the NASDAQ down 2 percent. - 11/14/03 11/21/03 FST CALL NEXT FST CALL - CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG VECO 26.27 28.65 9 0.60 48 18 2.73 ASYT 14.95 16.25 9 0.56 29 20 1.45 TER* 23.00 23.79 3 0.49 49 17 2.86 ASML 17.68 17.97 2 0.41 44 15 2.92 NVLS* 42.24 42.54 1 0.72 59 20 2.95 HELX 20.03 20.11 0 0.45 45 20 2.23 LRCX 29.75 29.49 -1 1.01 29 20 1.46 FSII 5.90 5.82 -1 0.39 15 20 0.75 DPMI 23.15 22.79 -2 0.58 39 20 1.96 AMAT* 23.48 22.96 -2 0.88 26 20 1.29 COHU 19.98 19.47 -3 0.58 34 7 4.80 SMTL 11.41 11.10 -3 0.68 16 15 1.09 ATMI 22.70 22.08 -3 0.41 54 20 2.69 LTXX 15.97 15.50 -3 0.47 33 16 2.02 KLAC* 57.07 55.05 -4 1.74 32 20 1.58 KLIC 15.94 15.36 -4 0.19 81 20 4.04 PHTN 39.63 37.99 -4 1.25 30 25 1.22 PLAB 19.23 18.40 -4 0.73 25 18 1.44 WFR 10.10 9.55 -5 0.61 16 10 1.57 CYMI 46.38 43.64 -6 0.89 49 26 1.89 BRKS 25.22 23.51 -7 1.13 21 14 1.49 CMOS 15.34 14.25 -7 -0.34 18 UTEK 31.40 29.08 -7 0.75 39 30 1.29 MTSN 14.75 13.60 -8 0.22 62 20 3.09 EGLS 3.77 3.44 -9 -1.00 22 TOTALS 575.34 562.39 -2 14.40 SOX-X 509.96 502.66 -1 COMPQX1930.26 1893.88 -2 * STOCKS INCLUDED IN SOX INDEX

To: Donald Wennerstrom who wrote (12602)	11/22/2003 1:30:16 PM
From: The Ox	Read Replies (1) \| Respond to of 95610

Don, With respect to MTSN, the 3+ PEG might be an aberration. If we look back at the tables you posted for me, MTSN saw the largest change in this year EPS, almost $2 greater then was expected back in Oct '02. So, since the analysts were WAY off a year ago, why should we believe their current estimates are more accurate? Actually, I believe they are a bit more accurate since there was a lot of confusion based on MTSN's merger with the European co. Steag. and now that they've announced a few earnings reports with the combined operations, it should be easier to figure out where they are headed. I've been focusing on a few stocks outside of the SCE industry for trading, so I can't chime in here and give RtS any help at the moment. I will try to look over the group and the SOX this weekend to see who I think are the best short term traders at this point in time.