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

To: Donald Wennerstrom who wrote (13354)	2/15/2004 4:37:31 PM
From: Donald Wennerstrom	Respond to of 95743

The following is further sorts of the SOX data between the period of 11/3 and 2/13. - 11/3/03 2/13/04 FST CALL NEXT FST CALL - CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG TSM 11.47 10.63 -7 0.69 15 25 0.62 NVLS* 43.94 33.26 -24 1.56 21 20 1.09 STM 27.22 26.69 -2 1.26 21 19 1.11 KLAC* 59.19 54.34 -8 2.38 23 20 1.13 AMAT* 24.56 21.77 -11 0.96 23 20 1.13 LSI 9.49 10.51 11 0.47 22 19 1.18 BRCM 33.66 38.63 15 1.08 36 30 1.19 TXN 29.93 30.77 3 1.29 24 20 1.19 TER* 24.24 25.82 7 1.44 18 15 1.20 MU 14.75 15.73 7 0.66 24 18 1.32 NSM 42.82 38.95 -9 1.83 21 16 1.33 ALTR 21.30 22.33 5 0.73 31 23 1.36 MXIM 50.06 52.79 5 1.55 34 25 1.36 INTC 34.04 30.14 -11 1.47 21 15 1.37 XLNX 33.30 41.51 25 1.11 37 24 1.56 LLTC 43.80 42.25 -4 1.22 35 22 1.61 AMD 15.93 14.94 -6 0.59 25 15 1.69 MOT 13.84 17.22 24 0.62 28 10 2.78 TOTALS 533.54 528.28 -1 20.91 SOX-X 515.77 510.57 -1 COMPQX1967.70 2053.56 4 The following sort is by next year's PE. - 11/3/03 2/13/04 FST CALL NEXT FST CALL - CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG TSM 11.47 10.63 -7 0.69 15 25 0.62 TER* 24.24 25.82 7 1.44 18 15 1.20 INTC 34.04 30.14 -11 1.47 21 15 1.37 STM 27.22 26.69 -2 1.26 21 19 1.11 NSM 42.82 38.95 -9 1.83 21 16 1.33 NVLS* 43.94 33.26 -24 1.56 21 20 1.09 LSI 9.49 10.51 11 0.47 22 19 1.18 AMAT* 24.56 21.77 -11 0.96 23 20 1.13 KLAC* 59.19 54.34 -8 2.38 23 20 1.13 MU 14.75 15.73 7 0.66 24 18 1.32 TXN 29.93 30.77 3 1.29 24 20 1.19 AMD 15.93 14.94 -6 0.59 25 15 1.69 MOT 13.84 17.22 24 0.62 28 10 2.78 ALTR 21.30 22.33 5 0.73 31 23 1.36 MXIM 50.06 52.79 5 1.55 34 25 1.36 LLTC 43.80 42.25 -4 1.22 35 22 1.61 BRCM 33.66 38.63 15 1.08 36 30 1.19 XLNX 33.30 41.51 25 1.11 37 24 1.56 TOTALS 533.54 528.28 -1 20.91 SOX-X 515.77 510.57 -1 COMPQX1967.70 2053.56 4