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

To: Donald Wennerstrom who wrote (13656)	3/1/2004 7:38:32 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95572

Since I think last Friday's close may be close to the bottom of this down turn for the past 6 weeks, I want to upgrade the tables for the Group and the SOX. The period is from 12 January when the SOX closed at its high for the year and last Fridays close. The Group is down 16 percent for the period, the SOX is down 10 percent and the NASDAQ is down 4 percent. - 1/12/04 2/27/04 FST CALL NEXT FST CALL - CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG EGLS 4.01 5.30 32 -0.30 22 SMTL 11.24 12.48 11 0.94 13 15 0.89 HELX 24.04 25.81 7 1.27 20 15 1.35 FSII 7.79 7.95 2 0.41 19 20 0.97 ATMI 28.60 27.15 -5 1.21 22 18 1.25 VECO 31.06 29.17 -6 1.47 20 20 0.99 DPMI 24.07 22.22 -8 -0.08 25 LTXX 17.26 15.49 -10 0.95 16 20 0.82 TER* 27.74 24.65 -11 1.42 17 15 1.16 COHU 21.85 18.93 -13 1.20 16 AMAT* 24.63 21.25 -14 1.15 18 20 0.92 MTSN 14.11 11.91 -16 0.93 13 20 0.64 PHTN 42.35 35.71 -16 1.53 23 25 0.93 KLAC* 62.60 52.71 -16 2.37 22 20 1.10 PLAB 20.99 17.37 -17 1.10 16 18 0.90 WFR 11.48 9.49 -17 0.82 12 10 1.22 ASML 22.32 18.26 -18 0.99 18 14 1.37 BRKS 26.19 21.17 -19 1.29 16 13 1.26 KLIC 15.47 12.45 -20 1.42 9 18 0.50 CMOS 14.57 11.36 -22 1.05 11 14 0.78 CYMI 49.38 38.46 -22 2.45 16 26 0.62 UTEK 33.00 24.81 -25 1.31 19 30 0.63 NVLS* 44.44 32.15 -28 1.54 21 20 1.06 LRCX 35.40 25.57 -28 1.41 18 20 0.91 ASYT 18.42 9.93 -46 0.30 33 20 1.66 TOTALS 633.01 531.75 -16 28.15 SOX-X 560.65 502.26 -10 COMPQX2111.78 2029.82 -4 * STOCKS INCLUDED IN SOX INDEX