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

To: Kirk © who wrote (36075)	10/1/2007 5:41:29 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 95574

As usual, there are winners and losers as the year progresses, both in the Group and SOX. First the Group over the 1st 9 months of this year. The Group is only up 1 percent over the 9 month period. - 12/29/06 9/28/07 FST CALL NEXT FST CALL - CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG WFR 39.14 58.86 50 4.06 14 31 0.46 ASML 24.63 32.86 33 2.13 15 15 1.01 AMAT* 18.45 20.70 12 1.27 16 16 1.02 KLAC* 49.75 55.78 12 3.63 15 17 0.88 UTEK 12.48 13.86 11 0.44 32 20 1.55 LRCX 50.62 53.26 5 4.42 12 17 0.69 VECO 18.73 19.38 3 0.89 22 17 1.29 KLIC 8.40 8.48 1 0.85 10 18 0.55 BRKS 14.40 14.24 -1 0.95 15 13 1.13 ATMI 30.53 29.75 -3 1.60 19 19 0.98 COHU 20.16 18.75 -7 0.94 20 20 1.00 MTSN 9.32 8.65 -7 0.76 11 46 0.25 EGLS 2.49 2.30 -8 0.00 22 TER* 14.96 13.80 -8 0.89 16 17 0.92 CYMI 43.95 38.39 -13 2.91 13 19 0.69 NVLS* 34.42 27.26 -21 1.67 16 18 0.91 PHTN 11.69 9.05 -23 -0.13 20 SMTL 13.31 9.70 -27 0.43 23 18 1.29 ASYT 7.31 5.29 -28 0.70 8 12 0.61 PLAB 16.34 11.41 -30 0.53 22 14 1.52 LTXX 5.60 3.57 -36 0.29 12 20 0.62 CMOS 5.20 3.09 -41 0.28 11 15 0.74 FSII 5.27 2.33 -56 0.06 39 18 2.22 TOTAL 457.15 460.76 1 29.57 16 SOX-X 467.92 500.09 7 COMPQX2415.29 2701.50 12 SMH 33.65 38.30 14 DJ-30 12463 13895 11 S&P-5 1418.30 1526.75 8 * STOCKS INCLUDED IN SOX INDEX