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

To: michael97123 who wrote (15470)	5/28/2004 9:31:19 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95622

Here is the weekly update for the Group. This past week was a good time to be long the semi-equips. All 25 stocks in the Group finished in positive territory running from +19 percent for FSII to +5 percent for SMTL. NVLS, AMAT, KLAC, and TER were up 14, 9, 8, and 7 percent respectively. The entire Group was up 9 percent for the week. - 5/21/04 5/28/04 FST CALL NEXT FST CALL - CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG FSII 5.78 6.89 19 0.53 13 20 0.65 BRKS 17.64 20.62 17 1.47 14 17 0.83 NVLS* 29.28 33.29 14 1.58 21 20 1.07 PHTN 28.48 32.26 13 1.78 18 25 0.72 CMOS 12.37 14.01 13 1.35 10 25 0.42 KLIC 10.19 11.45 12 1.30 9 LRCX 22.55 25.13 11 1.63 15 20 0.77 LTXX 9.59 10.65 11 0.97 11 20 0.55 ASML 15.87 17.61 11 1.08 16 15 1.09 AMAT* 18.38 19.97 9 1.18 17 20 0.85 WFR 8.45 9.18 9 0.90 10 14 0.73 DPMI 20.38 22.08 8 0.21 105 25 4.21 CYMI 33.99 36.80 8 2.55 14 26 0.57 HELX 18.40 19.90 8 1.37 15 17 0.88 UTEK 14.11 15.24 8 0.89 17 30 0.57 KLAC* 44.63 48.18 8 2.46 20 20 0.97 PLAB 16.47 17.72 8 1.10 16 18 0.92 VECO 24.05 25.83 7 1.48 17 18 1.00 TER* 20.84 22.29 7 1.78 13 15 0.83 ATMI 24.00 25.62 7 1.23 21 20 1.04 COHU 17.90 18.95 6 1.40 14 ASYT 9.55 10.11 6 0.53 19 18 1.09 MTSN 10.10 10.66 6 1.22 9 20 0.44 EGLS 4.99 5.25 5 0.12 44 22 1.99 SMTL 10.94 11.45 5 1.10 10 TOTALS 448.93 491.14 9 31.21 16 SOX-X 458.18 488.86 7 COMPQX1912.09 1986.74 4 * STOCKS INCLUDED IN SOX INDEX