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

To: Donald Wennerstrom who wrote (12983)	1/10/2004 2:12:12 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95737

Below is the same Group data as the last post sorted by PEG. - 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 KLIC 14.05 15.10 7 1.23 12 18 0.70 FSII 7.27 7.94 9 0.41 19 22 0.89 CMOS 13.24 14.10 6 0.80 18 17 1.05 SMTL 10.98 11.10 1 0.68 16 15 1.09 PLAB 19.93 20.85 5 1.08 19 17 1.15 LTXX 14.99 17.02 14 0.71 24 18 1.32 AMAT* 22.10 24.26 10 0.95 26 19 1.38 BRKS 24.25 25.44 5 1.15 22 16 1.42 PHTN 39.85 41.27 4 1.27 32 22 1.48 LRCX 31.71 34.58 9 1.10 31 20 1.57 UTEK 29.68 31.91 8 0.75 43 27 1.60 KLAC* 56.44 60.81 8 1.84 33 20 1.64 ASYT 17.25 17.98 4 0.57 32 19 1.67 WFR 9.57 11.34 18 0.61 19 11 1.74 DPMI 24.38 23.85 -2 0.49 49 25 1.95 CYMI 45.27 48.71 8 0.94 52 27 1.96 NVLS* 41.82 43.24 3 0.81 53 20 2.72 VECO 28.35 30.76 9 0.66 47 17 2.80 TER* 25.15 27.56 10 0.52 53 17 3.21 ATMI 23.40 28.03 20 0.44 64 19 3.30 HELX 20.54 23.66 15 0.47 50 15 3.36 ASML 20.53 22.16 8 0.45 49 14 3.52 COHU 19.60 21.22 8 0.58 37 EGLS 3.55 4.02 13 -1.00 22 MTSN 12.02 13.92 16 0.36 39 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: Donald Wennerstrom who wrote (12983)	1/10/2004 2:15:01 PM
From: BWAC	Read Replies (1) \| Respond to of 95737

If KLIC revenues are really going from 150 to 200 million next quarter as is being reported, then the stocks in your list are going to break thru the ceiling this time to new highs. Fast. (After the earnings selloff fakeout) Probably getting to the point where something like KLAC does an up $5 day, followed by up $3 day, and up $4 the next day. And I'd venture a guess that the $70 level signals the biggest pile into KLAC we've seen since the last bubble Greenspan kept throwing gas on.