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

To: Donald Wennerstrom who wrote (13462)	2/21/2004 7:38:20 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95658

And just to make the story complete, the following shows the last 5 week performance of the Group - not very pretty. At the bottom line the Group is down 14 percent compared to minus 8 percent for the SOX and minus 5 percent for the NASDAQ. - 01/16/04 2/20/04 FST CALL NEXT FST CALL - CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG HELX 24.93 25.27 1 1.27 20 15 1.33 FSII 7.92 7.96 1 0.41 19 20 0.97 ATMI 28.37 27.92 -2 1.21 23 18 1.28 EGLS 5.60 5.48 -2 -0.30 22 SMTL 12.52 11.98 -4 0.94 13 15 0.85 VECO 32.83 31.23 -5 1.45 22 18 1.23 DPMI 23.90 22.60 -5 -0.08 25 PLAB 20.87 19.16 -8 1.13 17 18 0.97 ASML 21.76 19.68 -10 0.99 20 14 1.47 KLIC 15.20 13.72 -10 1.42 10 18 0.55 AMAT* 24.41 21.75 -11 0.99 22 20 1.10 KLAC* 62.10 55.19 -11 2.38 23 20 1.15 COHU 22.22 19.40 -13 1.20 16 WFR 11.00 9.50 -14 0.82 12 10 1.22 CYMI 49.30 41.46 -16 2.45 17 26 0.66 LTXX 19.12 16.07 -16 0.99 16 19 0.85 PHTN 43.91 36.51 -17 1.53 24 25 0.95 TER* 30.30 24.87 -18 1.44 17 15 1.15 BRKS 25.95 21.25 -18 1.35 16 14 1.12 CMOS 15.96 12.77 -20 0.80 16 15 1.06 MTSN 14.26 11.11 -22 1.00 11 20 0.56 NVLS* 42.44 33.01 -22 1.56 21 20 1.08 LRCX 34.24 26.25 -23 1.41 19 20 0.93 UTEK 32.99 25.09 -24 1.30 19 30 0.64 ASYT 18.59 10.62 -43 0.30 35 20 1.77 TOTALS 640.69 549.85 -14 27.96 SOX-X 557.15 509.80 -8 COMPQX2140.462037.93 -5 * STOCKS INCLUDED IN SOX INDEX