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

To: Donald Wennerstrom who wrote (15189)	5/15/2004 5:59:25 PM
From: Donald Wennerstrom	Respond to of 95821

This is the same data as the last post, but this time it is sorted by "Pct Diff" in target mean. Some very interesting results. For example, look at the 3rd entry in the table. TER went from 30.30 to 20.71 over the 17 week period, a loss of 32 percent, while the target mean estimate went from 24.09 to 30.05, a gain of 25 percent. - 1/16/04 5/14/04 - CLOSE CLOSE PCT 1/16/04 5/14/04 PCT SYMBOL PRICE PRICE DIFF MEAN MEAN DIFF MTSN 14.26 9.98 -30 13.50 20.50 52 SMTL 12.52 10.64 -15 14.00 21.00 50 TER 30.30 20.71 -32 24.09 30.05 25 HELX 24.93 18.09 -27 22.33 27.83 25 LTXX 19.12 9.61 -50 19.86 23.60 19 PHTN 43.91 29.82 -32 40.07 45.11 13 VECO 32.83 23.81 -27 28.75 31.83 11 ASML 21.76 15.35 -29 21.33 23.29 9 KLAC 62.10 43.71 -30 60.10 65.19 8 FSII 7.92 5.04 -36 9.75 10.50 8 LRCX 34.24 21.87 -36 34.30 36.85 7 CMOS 15.96 11.22 -30 18.22 19.26 6 DPMI 23.90 20.92 -12 25.50 26.60 4 KLIC 15.20 10.26 -33 17.71 18.40 4 AMAT 24.41 18.54 -24 27.98 28.88 3 BRKS 25.95 16.53 -36 27.68 28.14 2 EGLS 5.60 4.63 -17 1.00 1.00 0 COHU 22.22 17.70 -20 26.50 26.00 -2 PLAB 20.87 15.75 -25 24.67 24.20 -2 WFR 11.00 8.51 -23 15.00 14.71 -2 ATMI 28.37 24.24 -15 32.33 31.43 -3 CYMI 49.30 32.56 -34 50.22 48.50 -3 NVLS 42.44 28.90 -32 46.00 42.50 -8 ASYT 18.59 8.96 -52 20.67 15.01 -27 UTEK 32.99 15.81 -52 37.33 23.75 -36 TOTALS 640.69 443.16 -31 658.89 684.13 4 SOX-X 557.15 450.99 -19 COMPQX2140.46 1904.25 -11