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

To: Donald Wennerstrom who wrote (14120)	3/20/2004 1:17:21 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95748

Over the past 9 weeks, not only have stock prices been falling, but "next year" earnings have been rising substantially. This situation has been causing the PEG's to sink to very low levels that have been pointed out previously. The following table shows this drop off directly for the Group for the past 9 weeks. - 1/16/04 3/19/04 PCT - CLOSE 1/16/04 CLOSE 3/19/04 CHGE SYMBOL PRICE PEG PRICE PEG PEG AMAT* 24.41 1.37 20.34 0.88 -35 ASML 21.76 3.58 16.80 1.21 -66 ASYT 18.59 1.73 8.40 1.62 -7 ATMI 28.37 4.09 25.39 1.19 -71 BRKS 25.95 1.41 18.35 1.09 -22 CMOS 15.96 1.19 10.63 0.72 -40 COHU 22.22 18.40 CYMI 49.30 1.94 36.16 0.58 -70 DPMI 23.90 1.95 21.94 EGLS 5.60 4.27 FSII 7.92 0.89 6.43 0.78 -12 HELX 24.93 3.54 22.60 1.19 -66 KLAC* 62.10 1.65 49.65 1.03 -38 KLIC 15.20 0.59 11.17 0.40 -31 LRCX 34.24 1.56 23.44 0.83 -47 LTXX 19.12 1.49 14.13 0.71 -52 MTSN 14.26 10.74 0.58 NVLS* 42.44 2.61 29.92 0.99 -62 PHTN 43.91 1.57 32.62 0.85 -46 PLAB 20.87 1.16 16.78 1.04 -11 SMTL 12.52 1.23 11.70 0.83 -33 TER* 30.30 3.40 21.10 0.93 -73 UTEK 32.99 1.65 21.88 0.56 -66 VECO 32.83 2.70 25.83 0.88 -67 WFR 11.00 1.69 7.95 1.02 -40 TOTALS 640.69 486.62 SOX-X 557.15 463.35 COMPQX2140.46 1940.47