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


To: Return to Sender who wrote (15333)5/22/2004 3:32:56 PM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 95546
 
Here is the weekly update for the Group. For the week, the Group and SOX are up 1 and 2 percent respectively while the NASDAQ remains unchanged.

- 5/14/04 5/21/04 FST CALL NEXT FST CALL
- CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM
SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG
FSII 5.04 5.78 15 0.53 11 20 0.55
CMOS 11.22 12.37 10 1.28 10 25 0.39
EGLS 4.63 4.99 8 0.12 42 22 1.89
BRKS 16.53 17.64 7 1.47 12 17 0.71
ASYT 8.96 9.55 7 0.53 18 18 1.03
PLAB 15.75 16.47 5 1.10 15 18 0.86
CYMI 32.56 33.99 4 2.55 13 26 0.52
ASML 15.35 15.87 3 1.08 15 15 0.98
LRCX 21.87 22.55 3 1.63 14 20 0.69
SMTL 10.64 10.94 3 1.10 10
KLAC* 43.71 44.63 2 2.46 18 20 0.90
HELX 18.09 18.40 2 1.37 13 17 0.81
NVLS* 28.90 29.28 1 1.58 19 20 0.95
MTSN 9.98 10.10 1 1.22 8 20 0.41
COHU 17.70 17.90 1 1.40 13
VECO 23.81 24.05 1 1.48 16 18 0.93
TER* 20.71 20.84 1 1.78 12 15 0.78
LTXX 9.61 9.59 0 0.97 10 20 0.49
KLIC 10.26 10.19 -1 1.30 8
WFR 8.51 8.45 -1 0.90 9 14 0.67
AMAT* 18.54 18.38 -1 1.18 16 20 0.78
ATMI 24.24 24.00 -1 1.23 20 20 0.98
DPMI 20.92 20.38 -3 0.21 97 25 3.88
PHTN 29.82 28.48 -4 1.78 16 25 0.64
UTEK 15.81 14.11 -11 1.04 14 30 0.45
TOTALS 443.16 448.93 1 31.29 14
SOX-X 450.99 458.18 2
COMPQX1904.25 1912.09 0
* STOCKS INCLUDED IN SOX INDEX



To: Return to Sender who wrote (15333)5/23/2004 10:42:13 AM
From: Gottfried  Read Replies (3) | Respond to of 95546
 
RtS, re >the BPNDX had dipped below 20, not 30,...<

I believe that bp and vix behave differently depending on whether there is a bear or bull. Bp [and VIX] don't go as low [or high in the case of VIX] in a general uptrend as in a bear trend.

Sort of like temperature in summer as compared to winter. The summer low temperature extremes are warmer than those in winter. :)

Gottfried