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

To: Donald Wennerstrom who wrote (12614)	11/22/2003 5:18:11 PM
From: Donald Wennerstrom	Respond to of 95616

Since the Group had such a wide "internal" swing during the 11 weeks from 9/5 to last Friday's close, I thought I would check the SOX performance as well. It too has a fairly wide swing from plus to minus. Below are the results. - 9/5/03 11/21/03 FST CALL NEXT FST CALL - CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG AMD 12.10 16.80 39 0.23 73 15 4.87 MOT 10.75 13.40 25 0.42 32 10 3.19 BRCM 27.74 34.10 23 0.70 49 30 1.62 NSM 33.32 39.90 20 1.52 26 15 1.75 TER* 20.11 23.79 18 0.49 49 17 2.86 MXIM 42.70 50.36 18 1.43 35 25 1.41 XLNX 31.08 36.06 16 0.88 41 20 2.05 TXN 25.13 28.35 13 0.83 34 20 1.71 INTC 28.71 32.32 13 1.15 28 15 1.87 NVLS* 39.15 42.54 9 0.72 59 20 2.95 AMAT* 21.34 22.96 8 0.88 26 20 1.29 ALTR 22.46 23.93 7 0.52 46 25 1.84 LLTC 39.53 41.17 4 1.14 36 20 1.81 STM 25.99 26.80 3 0.85 32 19 1.66 KLAC* 57.83 55.05 -5 1.74 32 20 1.58 MU 14.30 12.50 -13 0.73 17 18 0.95 TSM 12.29 10.70 -13 0.51 21 25 0.84 LSI 11.26 8.99 -20 0.24 37 18 2.08 TOTALS 475.79 519.72 9 14.98 SOX-X 459.82 502.66 9 COMPQX1858.12 1893.88 2 And here is the sort by PEG. - 9/5/03 11/21/03 FST CALL NEXT FST CALL - CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG TSM 12.29 10.70 -13 0.51 21 25 0.84 MU 14.30 12.50 -13 0.73 17 18 0.95 AMAT* 21.34 22.96 8 0.88 26 20 1.29 MXIM 42.70 50.36 18 1.43 35 25 1.41 KLAC* 57.83 55.05 -5 1.74 32 20 1.58 BRCM 27.74 34.10 23 0.70 49 30 1.62 STM 25.99 26.80 3 0.85 32 19 1.66 TXN 25.13 28.35 13 0.83 34 20 1.71 NSM 33.32 39.90 20 1.52 26 15 1.75 LLTC 39.53 41.17 4 1.14 36 20 1.81 ALTR 22.46 23.93 7 0.52 46 25 1.84 INTC 28.71 32.32 13 1.15 28 15 1.87 XLNX 31.08 36.06 16 0.88 41 20 2.05 LSI 11.26 8.99 -20 0.24 37 18 2.08 TER* 20.11 23.79 18 0.49 49 17 2.86 NVLS* 39.15 42.54 9 0.72 59 20 2.95 MOT 10.75 13.40 25 0.42 32 10 3.19 AMD 12.10 16.80 39 0.23 73 15 4.87 TOTALS 475.79 519.72 9 14.98 SOX-X 459.82 502.66 9 COMPQX1858.12 1893.88 2