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Technology Stocks : FSII - The Worst is Over? -- Ignore unavailable to you. Want to Upgrade?

To: Donald Wennerstrom who wrote (2294)	10/31/1998 1:11:00 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 2754

The group of 41 semi-equip stocks has had a marvelous run over the last 3 weeks, and it may not be over. Since the close on 10/9/98 until this Friday, 10/30/98, the group average is up a whopping 51 percent. The SOX-X has also been on a roll, but could only manage a 31 percent increase over that same period. Shown in the table is the performance of each individual stock in the group over the last 3 week period. All of the stocks except one, MICN, had double digit gains. The top stock of the group, AFLX, ran away with top honors - it was no contest - with a gain of 190 percent! The top ten stocks in the group all had gains of over 80 percent. As good as these gains are, however, there may be more to come in short order. The reason is that even after the spectacular gains of the last 3 weeks, the group average closed at 616 today. Last year in October, the week ending 10/10, the group average closed at 1452. In order to get back to that high point, the group average has to increase another 136 percent. This implies that no matter how good the price rise in the group average has been to date, more good news should be waiting in the future. 10/09/98 10/30/98 CLOSE CLOSE PERCENT SYMBOL COMPANY PRICE PRICE CHANGE AFLX Adflex Solutions 2.50 7.25 190 PLAB Photronics 11.00 21.81 98 WFR MEMC Electronic Materials 3.50 6.88 97 ASYT Asyst Technologies 6.19 11.94 93 ASEC Aseco 0.75 1.44 92 MTSN Mattson Technology 2.75 5.19 89 DPMI Dupont Photomasks 19.31 36.25 88 ASMLF ASM Lithography Holdings 13.63 25.50 87 SVGI Silicon Valley Group 6.88 12.81 86 TER Teradyne 18.00 32.50 81 TGAL Tegal 1.50 2.69 79 NVLS Novellus Systems 23.06 38.81 68 ETEC Etec System 20.25 33.88 67 PRIA Pri Automation 10.63 17.31 63 SFAM SpeedFAM 10.13 16.13 59 LTXX LTX 1.28 2.00 56 MASK Align-Rite International 8.88 13.69 54 CYMI Cymer 8.00 12.25 53 CMOS Credence Systems 10.06 14.88 48 KLAC KLA Instruments 25.00 36.88 48 AMAT Applied Materials 23.63 34.69 47 LRCX Lam Research 9.91 14.44 46 IPEC Integrated Process Equipment 6.19 8.94 44 NANO Nanometrics 4.81 6.88 43 BRKS Brooks Automation 8.63 12.25 42 GSNX Gasonics 3.63 5.13 41 KLIC Kulicke & Soffa Industries 11.56 16.31 41 FSII FSI International 4.63 6.50 40 EGLS Electroglas 9.25 12.56 36 CFMT CFM Technologies 6.63 9.00 36 HELX Helix Technology 8.63 11.44 33 PHTN Photon Dynamics 2.38 3.13 32 IMSC Integrated Measurement Systems 5.75 7.50 30 SMTL Semitool 5.00 6.44 29 SFLX Smartflex Systems 5.94 7.25 22 ATMI ATMI Inc 11.38 13.75 21 VECO Veeco Instruments 24.75 29.69 20 UTEK Ultratech Stepper 15.38 18.00 17 WJ Watkins Johnson 16.50 18.63 13 COHU Cohu 15.38 17.19 12 MICN Micrion 5.38 5.75 7 TOTALS 408.63 615.56 51 SOX-X Phili Semiconductor Index 200.80 262.62 31