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

To: Donald Wennerstrom who wrote (15355)	5/23/2004 6:28:33 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95574

This table shows the differences between the closing prices and target mean prices since 1/16/04 to last Friday's close on 5/21/04, a period of 18 weeks. The Group, SOX and NASDAQ are down 30, 18 and 11 percent respectively. At the bottom line, the Group actual price is down 30 percent while the price target mean is up 2 percent. - 1/16/04 5/21/04 - CLOSE CLOSE PCT 1/16/04 5/21/04 PCT SYMBOL PRICE PRICE DIFF MEAN MEAN DIFF AMAT 24.41 18.38 -25 27.98 27.18 -3 ASML 21.76 15.87 -27 21.33 23.29 9 ASYT 18.59 9.55 -49 20.67 15.01 -27 ATMI 28.37 24.00 -15 32.33 30.57 -5 BRKS 25.95 17.64 -32 27.68 28.14 2 CMOS 15.96 12.37 -22 18.22 19.04 5 COHU 22.22 17.90 -19 26.50 26.00 -2 CYMI 49.30 33.99 -31 50.22 48.00 -4 DPMI 23.90 20.38 -15 25.50 26.60 4 EGLS 5.60 4.99 -11 1.00 1.00 0 FSII 7.92 5.78 -27 9.75 10.50 8 HELX 24.93 18.40 -26 22.33 27.83 25 KLAC 62.10 44.63 -28 60.10 62.54 4 KLIC 15.20 10.19 -33 17.71 17.33 -2 LRCX 34.24 22.55 -34 34.30 35.73 4 LTXX 19.12 9.59 -50 19.86 21.60 9 MTSN 14.26 10.10 -29 13.50 20.50 52 NVLS 42.44 29.28 -31 46.00 40.92 -11 PHTN 43.91 28.48 -35 40.07 45.11 13 PLAB 20.87 16.47 -21 24.67 24.20 -2 SMTL 12.52 10.94 -13 14.00 21.00 50 TER 30.30 20.84 -31 24.09 29.80 24 UTEK 32.99 14.11 -57 37.33 22.75 -39 VECO 32.83 24.05 -27 28.75 30.57 6 WFR 11.00 8.45 -23 15.00 14.43 -4 TOTALS 640.69 448.93 -30 658.89 669.64 2 SOX-X 557.15 458.18 -18 COMPQX2140.46 1912.09 -11