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

To: Donald Wennerstrom who wrote (17730)	8/6/2004 9:31:39 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95632

This is the same data as the last post, but this time it is sorted by PEG. 20 of the 25 stocks in the Group have a PEG less than 1.0. CMOS, with a PEG of 0.28, was down 15 percent this week. - 7/30/04 8/6/04 FST CALL NEXT FST CALL - CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG CMOS 8.96 7.61 -15 1.37 6 20 0.28 FSII 5.25 4.29 -18 0.54 8 20 0.40 MTSN 8.89 7.78 -12 0.93 8 20 0.42 PHTN 27.49 22.70 -17 1.79 13 24 0.53 CYMI 28.64 25.87 -10 2.41 11 20 0.54 KLIC 7.81 6.98 -11 1.21 6 10 0.58 SMTL 8.20 7.25 -12 0.93 8 14 0.58 BRKS 14.41 12.60 -13 1.44 9 15 0.58 LTXX 8.05 6.87 -15 0.88 8 13 0.62 LRCX 23.85 21.40 -10 1.69 13 20 0.63 HELX 14.44 14.49 0 1.35 11 17 0.65 ASML 14.19 13.22 -7 1.34 10 15 0.66 DPMI 16.34 15.04 -8 1.21 12 19 0.67 WFR 9.09 8.73 -4 1.09 8 12 0.70 PLAB 14.47 13.61 -6 1.09 12 18 0.71 TER* 17.10 15.26 -11 1.63 9 12 0.78 AMAT* 16.97 16.33 -4 1.19 14 18 0.78 KLAC* 41.23 38.38 -7 2.34 16 20 0.81 UTEK 12.46 11.82 -5 0.71 17 20 0.83 NVLS* 27.01 24.90 -8 1.67 15 18 0.85 ATMI 20.36 19.60 -4 1.12 18 18 1.00 EGLS 2.97 2.66 -10 0.12 22 22 1.01 VECO 22.75 20.30 -11 1.46 14 14 1.03 ASYT 5.79 4.42 -24 0.18 25 12 2.05 COHU 18.93 18.95 0 1.45 13 TOTALS 395.65 361.06 -9 31.14 12 SOX-X 416.43 386.88 -7 COMPQX1887.36 1776.89 -6 * STOCKS INCLUDED IN SOX INDEX