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

To: Donald Wennerstrom who wrote (15106)	5/11/2004 6:13:42 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95850

It has been a rather interesting 6 trading days since last Monday's close on 5/3. During that time 28 of the 30 stocks in the Group are up and 2 are the same. At the bottom line, the Group, and SOX are up 6 and 7 percent respectively while the NASDAQ is unchanged. The low for the Group last Monday was 436.26. That is the lowest close since 8/8/03, a period of 9 months. For those interested, the details are at: Message 19192784 Note that at that time, the bottom line "next year" earnings were 10.42, now they are 31.07, about 3 times what was expected then. Also, there were no stocks with PEGs less than 1, now there are 20 out of the 25 stocks in the Group with PEGs less than 1. The following table shows the individual stock action since last Monday's close. - 5/3/04 5/11/04 - CLOSE CLOSE PERCENT SYMBOL PRICE PRICE CHANGE ASYT 6.90 8.97 30 ATMI 22.49 25.47 13 KLIC 9.92 11.19 13 CMOS 10.82 11.90 10 PLAB 14.90 16.20 9 AMAT* 18.12 19.61 8 HELX 17.68 19.04 8 BRKS 16.50 17.76 8 CYMI 31.31 33.70 8 VECO 23.28 24.83 7 KLAC* 41.93 44.57 6 WFR 8.03 8.53 6 LRCX 21.73 23.04 6 TER* 20.26 21.45 6 NVLS* 28.48 29.86 5 COHU 17.56 18.37 5 UTEK 16.70 17.45 4 LTXX 11.20 11.67 4 SMTL 11.28 11.75 4 EGLS 3.93 4.06 3 DPMI 20.57 21.10 3 MTSN 9.99 10.22 2 FSII 5.82 5.90 1 ASML 15.86 15.84 0 PHTN 31.00 30.89 0 TOTALS 436.26 463.37 6 SOX-X 440.87 470.15 7 COMPQX1938.72 1931.35 0 * STOCKS INCLUDED IN SOX INDEX