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

To: Gottfried who wrote (12982)	1/10/2004 2:07:22 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 95737

Below is the weekly update for the Group. It was a very good week to be long. The Group is up 8 percent, the SOX is up 8 percent, and the NASDAQ is up 4 percent. Eight of the stocks in the Group were up 10 percent or more. - 01/02/04 01/09/04 FST CALL NEXT FST CALL - CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG ATMI 23.40 28.03 20 0.44 64 19 3.30 WFR 9.57 11.34 18 0.61 19 11 1.74 MTSN 12.02 13.92 16 0.36 39 HELX 20.54 23.66 15 0.47 50 15 3.36 LTXX 14.99 17.02 14 0.71 24 18 1.32 EGLS 3.55 4.02 13 -1.00 22 AMAT* 22.10 24.26 10 0.95 26 19 1.38 TER* 25.15 27.56 10 0.52 53 17 3.21 FSII 7.27 7.94 9 0.41 19 22 0.89 LRCX 31.71 34.58 9 1.10 31 20 1.57 VECO 28.35 30.76 9 0.66 47 17 2.80 COHU 19.60 21.22 8 0.58 37 ASML 20.53 22.16 8 0.45 49 14 3.52 KLAC* 56.44 60.81 8 1.84 33 20 1.64 CYMI 45.27 48.71 8 0.94 52 27 1.96 UTEK 29.68 31.91 8 0.75 43 27 1.60 KLIC 14.05 15.10 7 1.23 12 18 0.70 CMOS 13.24 14.10 6 0.80 18 17 1.05 BRKS 24.25 25.44 5 1.15 22 16 1.42 PLAB 19.93 20.85 5 1.08 19 17 1.15 ASYT 17.25 17.98 4 0.57 32 19 1.67 PHTN 39.85 41.27 4 1.27 32 22 1.48 NVLS* 41.82 43.24 3 0.81 53 20 2.72 SMTL 10.98 11.10 1 0.68 16 15 1.09 DPMI 24.38 23.85 -2 0.49 49 25 1.95 TOTALS 575.92 620.83 8 17.87 SOX-X 504.85 543.31 8 COMPQX2006.68 2086.92 4 * STOCKS INCLUDED IN SOX INDEX

To: Gottfried who wrote (12982)	1/10/2004 5:06:56 PM
From: Return to Sender	Read Replies (4) \| Respond to of 95737

>RtS, why didn't we load the truck when KLIC sold under $2? Because it was doubtful they would survive, at least that was the consensus.< You are absolutely right Gottfried. I do want to add however that I hope that at the bottom of the next cycle we will all be paying greater attention to low BP Numbers, high VIX/VXO ratios and high levels of put buying. We could have bought a little KLIC at the bottom and a lot of less risky stocks in October 2002, or March 2003, and done very well. Perhaps many did just that? I led a discussion right here about the bottom as it was being put in but I let the downward momentum cloud my judgement and did not go long long-term. Today I am concerned that it just might be possible that many here will not pay attention to the high BP Numbers, the low VIX/VXO numbers and the high levels of call buying. I'm mostly in cash. Not the place to be last week. What will the upcoming week bring? RtS