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

To: Donald Wennerstrom who wrote (13345)	2/14/2004 5:06:18 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95738

This shows the last 4 weeks of SOX performance sorted by price percent change. This again shows the big drag of the 4 semi-equips on the SOX during the past 4 weeks. - 01/16/04 2/13/04 FST CALL NEXT FST CALL - CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG MU 14.96 15.73 5 0.66 24 18 1.32 MOT 16.95 17.22 2 0.62 28 10 2.78 XLNX 42.29 41.51 -2 1.11 37 24 1.56 LLTC 43.30 42.25 -2 1.22 35 22 1.61 MXIM 55.38 52.79 -5 1.55 34 25 1.36 TSM 11.34 10.63 -6 0.69 15 25 0.62 NSM 41.72 38.95 -7 1.83 21 16 1.33 LSI 11.30 10.51 -7 0.47 22 19 1.18 BRCM 41.97 38.63 -8 1.08 36 30 1.19 TXN 33.53 30.77 -8 1.29 24 20 1.19 INTC 32.89 30.14 -8 1.47 21 15 1.37 STM 29.20 26.69 -9 1.26 21 19 1.11 AMAT* 24.41 21.77 -11 0.96 23 20 1.13 AMD 16.76 14.94 -11 0.59 25 15 1.69 ALTR 25.38 22.33 -12 0.73 31 23 1.36 KLAC* 62.10 54.34 -12 2.38 23 20 1.13 TER* 30.30 25.82 -15 1.44 18 15 1.20 NVLS* 42.44 33.26 -22 1.56 21 20 1.09 TOTALS 576.22 528.28 -8 20.91 SOX-X 557.15 510.57 -8 COMPQX2140.46 2053.56 -4 This is a look at the earnings changes for the SOX over the past 4 weeks. Again, quite a substantial upward change. - FIRST SUM - EARNINGS EST TWO - DATE CURR YR NEXT YR YEARS 1/16/04 7.28 15.81 23.09 2/7/04 13.78 20.67 34.45 2/13/04 13.92 20.91 34.83