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

To: michael97123 who wrote (15119)	5/12/2004 5:53:11 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95834

The target price of 32 set by ML is higher, but not by a lot, from the present "target mean" of 29.56 set by all analysts as compiled by First Call. The table below shows the closing prices of the Group as of last Friday, 5/7, and the "target mean" for each stock. All of the stocks, with the exception of EGLS have a "long way to go" to reach their target mean. At the bottom line, the actual prices would have to increase by 234, or 52 percent to reach the target mean. - 5/7/04 5/7/04 - CLOSE TARGET PCT SYMBOL PRICE MEAN DIFF DIFF AMAT 18.67 29.56 10.89 58 ASML 15.51 23.00 7.49 48 ASYT 8.67 15.44 6.77 78 ATMI 24.92 30.71 5.79 23 BRKS 16.99 28.14 11.15 66 CMOS 11.90 19.26 7.36 62 COHU 17.62 26.00 8.38 48 CYMI 33.03 48.50 15.47 47 DPMI 20.97 26.60 5.63 27 EGLS 4.06 1.00 -3.06 -75 FSII 6.04 10.50 4.46 74 HELX 18.03 27.83 9.80 54 KLAC 43.02 65.19 22.17 52 KLIC 10.73 18.40 7.67 71 LRCX 22.09 36.85 14.76 67 LTXX 11.20 23.60 12.40 111 MTSN 9.89 20.50 10.61 107 NVLS 29.07 42.67 13.60 47 PHTN 30.80 45.11 14.31 46 PLAB 15.49 24.67 9.18 59 SMTL 11.30 21.00 9.70 86 TER 21.18 29.72 8.54 40 UTEK 17.06 23.75 6.69 39 VECO 24.00 31.83 7.83 33 WFR 8.30 14.71 6.41 77 TOTALS 450.54 684.54 234.00 52 SOX-X 457.01 COMPQX1917.96