Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Kirk © who wrote (13338)	2/14/2004 3:37:42 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95737

A lot of "good stuff" in the last few posts - the following is the weekly update of the Group to add to the mix of information. Not too much movement this week, but what there was, was down. The Group was down 2 percent, the SOX down 2 percent and the NASDAQ down 1 percent. - 2/6/04 2/13/04 FST CALL NEXT FST CALL - CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG EGLS 5.08 5.94 17 -0.30 22 MTSN 10.90 12.10 11 1.00 12 20 0.61 VECO 30.49 32.00 5 1.45 22 18 1.26 HELX 24.64 25.82 5 1.27 20 15 1.36 ATMI 27.34 28.02 2 1.21 23 18 1.29 FSII 8.32 8.47 2 0.41 21 20 1.03 KLIC 14.20 14.29 1 1.42 10 18 0.58 LRCX 27.42 27.43 0 1.41 19 20 0.97 CYMI 42.45 42.03 -1 2.40 18 26 0.69 COHU 20.50 20.26 -1 1.20 17 PLAB 19.87 19.63 -1 1.07 18 18 1.05 NVLS* 33.73 33.26 -1 1.56 21 20 1.09 DPMI 22.86 22.30 -2 -0.08 25 ASML 20.04 19.52 -3 0.99 20 14 1.46 LTXX 17.26 16.80 -3 0.91 18 18 1.05 AMAT* 22.38 21.77 -3 0.96 23 20 1.13 TER* 26.77 25.82 -4 1.44 18 15 1.20 WFR 10.38 9.92 -4 0.82 12 10 1.27 CMOS 13.40 12.75 -5 0.80 16 15 1.06 BRKS 23.25 22.00 -5 1.35 16 14 1.16 KLAC* 57.50 54.34 -5 2.38 23 20 1.13 ASYT 11.60 10.91 -6 0.30 36 20 1.82 PHTN 37.86 35.36 -7 1.53 23 25 0.92 SMTL 14.32 13.10 -9 0.94 14 15 0.93 UTEK 28.25 25.55 -10 1.30 20 30 0.66 TOTALS 570.81 559.39 -2 27.74 SOX-X 519.41 510.57 -2 COMPQX2064.01 2053.56 -1 * STOCKS INCLUDED IN SOX INDEX

To: Kirk © who wrote (13338)	2/14/2004 3:41:36 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95737

OT: CACS looks interesting to me Kirk. The offering hanging over the stock has really hurt the stock price but fundamentally it looks good to me. Technically the stock looks like it could be very close to a bottom to me but if it does not rise now on higher than average volume it could still fall further. Of course what stock could not? At least CACS beat estimates when it last reported strong earnings. stockcharts.com[h,a]daclyyay[pb20!b50!b200!c13!c20!c50!i!d20,2!f][vc60][iUb14!La12,26,9!Lg!Li10,10!Lh5,5!Lp14,3,3!Ll14]&pref=G With zero debt and only 11 million shares in the float before the offering your average purchase price is enviable! finance.yahoo.com RtS