Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Donald Wennerstrom who wrote (15475)	5/28/2004 10:06:42 PM
From: Donald Wennerstrom	Respond to of 95632

The SOX did very nicely during the month of May, thank you! All 18 stocks in the SOX were up, running from 1st place with KLAC, at 16 percent, to 18th place with STM at 4 percent. - 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 KLAC* 41.70 48.18 16 2.46 20 20 0.97 NVLS* 28.94 33.29 15 1.58 21 20 1.07 ALTR 19.99 22.89 15 0.83 28 20 1.38 BRCM 37.83 42.35 12 1.48 29 28 1.04 LLTC 35.64 39.78 12 1.34 30 22 1.35 INTC 25.73 28.55 11 1.43 20 15 1.33 MXIM 46.04 50.97 11 1.76 29 25 1.16 MU 13.62 15.03 10 0.77 20 18 1.08 LSI 7.44 8.20 10 0.47 17 20 0.87 TER* 20.38 22.29 9 1.78 13 15 0.83 AMD 14.22 15.55 9 0.73 21 15 1.42 AMAT* 18.27 19.97 9 1.18 17 20 0.85 XLNX 33.61 36.48 9 1.48 25 25 0.99 MOT 18.25 19.77 8 0.92 21 10 2.15 TSM 9.53 10.15 7 0.72 14 27 0.52 NSM 20.40 21.67 6 1.15 19 15 1.26 TXN 25.10 26.11 4 1.39 19 20 0.94 STM 21.77 22.55 4 1.26 18 16 1.15 TOTALS 438.46 483.78 10 22.73 21 SOX-X 443.48 488.86 10 COMPQX1920.15 1986.74 3