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

To: Donald Wennerstrom who wrote (17764)	8/7/2004 2:43:01 PM
From: Donald Wennerstrom	Respond to of 95640

This is the same data as the last post, but this time it is sorted by the period from 1/16 to 8/6. The Group, SOX and NASDAQ are down by 44, 31 and 17 percent respectively. 8 of the 25 stocks are down 50 percent or more. ASYT, in last place, is down 76 percent. CMOS with a next year PE of 6 is down 52 percent. COHU is the star of the Group over this period, only off 15 percent and residing in 1st place.(Bob, are you reading this).:) - 1/16/04 6/30/04 8/6/04 6/30-8/6 1/16-8/6 - CLOSE CLOSE PCT CLOSE PCT PCT SYMBOL PRICE PRICE CHANGE PRICE CHANGE CHANGE COHU 22.22 19.04 -14 18.95 0 -15 WFR 11.00 9.88 -10 8.73 -12 -21 ATMI 28.37 27.31 -4 19.60 -28 -31 AMAT* 24.41 19.62 -20 16.33 -17 -33 PLAB 20.87 18.94 -9 13.61 -28 -35 DPMI 23.90 20.33 -15 15.04 -26 -37 LRCX 34.24 26.80 -22 21.40 -20 -38 VECO 32.83 25.81 -21 20.30 -21 -38 KLAC* 62.10 49.38 -20 38.38 -22 -38 ASML 21.76 17.11 -21 13.22 -23 -39 NVLS* 42.44 31.44 -26 24.90 -21 -41 HELX 24.93 21.33 -14 14.49 -32 -42 SMTL 12.52 11.32 -10 7.25 -36 -42 MTSN 14.26 12.02 -16 7.78 -35 -45 FSII 7.92 7.76 -2 4.29 -45 -46 CYMI 49.30 37.44 -24 25.87 -31 -48 PHTN 43.91 35.07 -20 22.70 -35 -48 TER* 30.30 22.70 -25 15.26 -33 -50 BRKS 25.95 20.15 -22 12.60 -37 -51 CMOS 15.96 13.80 -14 7.61 -45 -52 EGLS 5.60 5.35 -4 2.66 -50 -52 KLIC 15.20 10.96 -28 6.98 -36 -54 LTXX 19.12 10.81 -43 6.87 -36 -64 UTEK 32.99 16.28 -51 11.82 -27 -64 ASYT 18.59 10.34 -44 4.42 -57 -76 TOTALS 640.69 500.99 -22 361.06 -28 -44 SOX-X 557.15 485.09 -13 386.88 -20 -31 COMPQX2140.46 2047.79 -4 1776.89 -13 -17 * STOCKS INCLUDED IN SOX INDEX