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

To: Donald Wennerstrom who wrote (15474)	5/28/2004 9:57:43 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95622

Going back to the Group for a moment, May turned out to be a pretty good month for the Group. At the bottom line, the Group was up 13 percent, the SOX was up 10 percent and the NASDAQ was up 3 percent. ASYT was the high gainer for the month, up 54 percent. KLAC, NVLS, TER, and AMAT were up 16, 15, 9, and 9 percent respectively. Only 2 stocks in the Group, LTXX and UTEK finished in negative territory for the month. - 4/30/04 5/28/04 FST CALL NEXT FST CALL - CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG ASYT 6.56 10.11 54 0.53 19 18 1.09 EGLS 3.94 5.25 33 0.12 44 22 1.99 CMOS 11.09 14.01 26 1.35 10 25 0.42 BRKS 16.69 20.62 24 1.47 14 17 0.83 PLAB 14.89 17.72 19 1.10 16 18 0.92 KLIC 9.84 11.45 16 1.30 9 ATMI 22.10 25.62 16 1.23 21 20 1.04 KLAC* 41.70 48.18 16 2.46 20 20 0.97 WFR 7.97 9.18 15 0.90 10 14 0.73 NVLS* 28.94 33.29 15 1.58 21 20 1.07 FSII 6.00 6.89 15 0.53 13 20 0.65 CYMI 32.15 36.80 14 2.55 14 26 0.57 LRCX 22.07 25.13 14 1.63 15 20 0.77 VECO 22.75 25.83 14 1.48 17 18 1.00 ASML 15.57 17.61 13 1.08 16 15 1.09 HELX 17.61 19.90 13 1.37 15 17 0.88 TER* 20.38 22.29 9 1.78 13 15 0.83 AMAT* 18.27 19.97 9 1.18 17 20 0.85 MTSN 9.81 10.66 9 1.22 9 20 0.44 COHU 17.50 18.95 8 1.40 14 DPMI 20.71 22.08 7 0.21 105 25 4.21 PHTN 30.72 32.26 5 1.78 18 25 0.72 SMTL 11.00 11.45 4 1.10 10 LTXX 10.97 10.65 -3 0.97 11 20 0.55 UTEK 16.11 15.24 -5 0.89 17 30 0.57 TOTALS 435.34 491.14 13 31.21 16 SOX-X 443.48 488.86 10 COMPQX1920.15 1986.74 3 * STOCKS INCLUDED IN SOX INDEX