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

To: Donald Wennerstrom who wrote (13460)	2/21/2004 7:14:12 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95663

An observation here after posting the last few tables. At the moment, the semi-equips are really out of favor compared to the larger universe of the semiconductor stocks. This can be seen first by looking at the PEG sort in the previous post: Message 19833882 Here the semi-equip stocks listed in the SOX universe, NVLS, AMAT, KLAC and TER, are all in the upper half of the table sporting PEG's of 1.08, 1.10, 1.15, and 1.15 respectively. Then, going back to the Group table shown in: Message 19833866 these same stocks are in the middle of the table, not at the upper end. Eleven stocks are listed above NVLS in this table with better looking PEG's. Don