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

To: Donald Wennerstrom who wrote (13526)	2/23/2004 5:49:45 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95781

Now let's look at the SOX over the same time period. As noted in prior posts, the semi-equips in the SOX are really a big drag on SOX performance. NVLS is in last place with a 28 percent loss. AMAT, KLAC, and TER are also down 14, 14, and 15 percent respectively. - 1/12/04 2/23/04 FST CALL NEXT FST CALL - CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG MOT 16.20 17.08 5 0.62 28 10 2.75 MU 15.28 15.08 -1 0.66 23 18 1.27 BRCM 41.01 39.98 -3 1.08 37 30 1.23 XLNX 42.47 40.15 -5 1.11 36 22 1.64 LSI 10.90 10.14 -7 0.47 22 19 1.14 TSM 11.18 10.30 -8 0.69 15 25 0.60 TXN 32.80 29.74 -9 1.29 23 20 1.15 MXIM 55.99 50.74 -9 1.55 33 25 1.31 LLTC 44.95 40.60 -10 1.23 33 22 1.53 AMD 15.77 13.99 -11 0.59 24 15 1.58 STM 29.90 26.15 -13 1.28 20 18 1.13 NSM 43.10 37.25 -14 1.83 20 16 1.27 AMAT* 24.63 21.21 -14 0.99 21 20 1.07 KLAC* 62.60 53.76 -14 2.38 23 20 1.12 TER* 27.74 23.63 -15 1.44 16 15 1.09 INTC 34.15 29.00 -15 1.47 20 15 1.32 ALTR 26.82 21.84 -19 0.73 30 20 1.50 NVLS* 44.44 31.90 -28 1.56 20 20 1.04 TOTALS 579.93 512.54 -12 20.97 SOX-X 560.65 495.81 -12 COMPQX2111.78 2007.52 -5