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

To: Donald Wennerstrom who wrote (12835)	12/28/2003 7:32:19 PM
From: Donald Wennerstrom	Respond to of 95420

Here is a summary table FWIW - probably not worth much, but rather interesting I think. The table below spans the time period from 9/8/03 to last Friday's close, a period of 1 day shy of 16 weeks. At the bottom line, the Group is down 1 percent, the SOX and NASDAQ are up 5 and 4 percent respectively. It shows just how little overall movement has occurred in the 3 groups over this period of time. Within the Group however, there has been a considerable amount of movement. MTSN occupies top spot in the table with a gain of 50 percent while WFR is in last place with a loss of 31 percent. Three of the semi-equips, NVLS, AMAT and KLAC are in the middle of the Group with essentially no changes at +1, 0 and -4 percent respectively. TER, on the other hand, has done very well with a 19 percent gain. - 9/8/03 12/26/03 FST CALL NEXT FST CALL - CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG MTSN 8.13 12.18 50 0.33 37 20 1.85 FSII 5.19 7.34 41 0.37 20 22 0.92 EGLS 2.60 3.51 35 -1.00 22 LRCX 26.55 31.62 19 1.09 29 20 1.45 TER* 20.97 24.85 19 0.52 48 17 2.90 ASML 16.89 19.95 18 0.45 44 14 3.17 PHTN 33.56 39.47 18 1.27 31 22 1.41 VECO 23.95 28.12 17 0.66 43 17 2.56 SMTL 9.30 10.47 13 0.68 15 15 1.03 KLIC 12.95 14.16 9 1.23 12 18 0.66 ASYT 15.34 16.57 8 0.57 29 19 1.54 HELX 19.20 20.09 5 0.47 43 15 2.85 CMOS 12.66 13.02 3 0.80 16 17 0.97 NVLS* 40.38 40.71 1 0.80 51 20 2.59 AMAT* 22.22 22.17 0 0.94 24 19 1.27 KLAC* 58.69 56.58 -4 1.83 31 20 1.53 UTEK 30.80 29.18 -5 0.75 39 27 1.46 CYMI 48.20 45.23 -6 0.94 48 27 1.82 LTXX 15.89 14.91 -6 0.71 21 18 1.16 DPMI 27.13 23.63 -13 0.49 48 25 1.93 COHU 22.75 19.15 -16 0.58 33 7 4.72 BRKS 27.68 23.25 -16 1.13 21 16 1.32 PLAB 25.93 19.40 -25 1.08 18 17 1.07 ATMI 30.16 21.70 -28 0.44 49 19 2.55 WFR 14.04 9.70 -31 0.61 16 11 1.49 TOTALS 571.16 566.96 -1 17.74 SOX-X 472.90 498.69 5 COMPQX1888.62 1973.14 4 * STOCKS INCLUDED IN SOX INDEX