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

To: Joe Dancy who wrote (2314)	11/29/1998 11:27:00 PM
From: Donald Wennerstrom	Respond to of 2754

Another positive week for the semi-equips. This makes it 7 weeks in a row without faltering. The group of 41 stocks was up 3 percent for the week while the SOX-X was up 4 percent. Of the 41 stocks, 20 were up, 6 stayed the same and 15 were down. 11/20/98 11/27/98 CLOSE CLOSE PERCENT SYMBOL COMPANY PRICE PRICE CHANGE COHU Cohu 18.88 24.00 27 LTXX LTX 2.81 3.50 25 ATMI ATMI Inc 17.75 20.88 18 CMOS Credence Systems 18.00 20.94 16 BRKS Brooks Automation 14.25 16.38 15 ASEC Aseco 1.69 1.94 15 MTSN Mattson Technology 6.00 6.88 15 ETEC Etec System 30.69 35.19 15 MICN Micrion 6.06 6.94 15 PRIA Pri Automation 23.19 25.50 10 SMTL Semitool 7.13 7.75 9 ASYT Asyst Technologies 19.75 21.38 8 PHTN Photon Dynamics 4.25 4.50 6 LRCX Lam Research 18.19 19.25 6 AMAT Applied Materials 39.31 41.38 5 ASMLF ASM Lithography Holdings 28.75 30.00 4 NVLS Novellus Systems 51.69 53.91 4 DPMI Dupont Photomasks 36.38 37.75 4 IMSC Integrated Measurement Systems 10.13 10.50 4 SVGI Silicon Valley Group 12.44 12.63 2 KLAC KLA Instruments 36.88 36.94 0 WFR MEMC Electronic Materials 10.13 10.13 0 TGAL Tegal 3.00 3.00 0 TER Teradyne 34.63 34.63 0 GSNX Gasonics 7.75 7.75 0 KLIC Kulicke & Soffa Industries 18.00 18.00 0 PLAB Photronics 21.38 21.19 -1 WJ Watkins Johnson 18.75 18.56 -1 SFLX Smartflex Systems 7.88 7.75 -2 UTEK Ultratech Stepper 19.94 19.50 -2 CYMI Cymer 16.50 16.13 -2 EGLS Electroglas 14.50 13.91 -4 NANO Nanometrics 8.63 8.25 -4 HELX Helix Technology 13.25 12.63 -5 MASK Align-Rite International 13.13 12.50 -5 CFMT CFM Technologies 9.75 9.13 -6 VECO Veeco Instruments 40.88 38.25 -6 IPEC Integrated Process Equipment 11.25 10.50 -7 FSII FSI International 9.00 8.31 -8 SFAM SpeedFAM 16.81 15.47 -8 AFLX Adflex Solutions 8.75 7.50 -14 TOTALS 708.12 731.23 3 SOX-X Phili Semiconductor Index 309.62 320.54 4

To: Joe Dancy who wrote (2314)	11/29/1998 11:45:00 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 2754

Over the past 7 weeks, the group of 41 stocks is up 79 percent while the SOX-X is up 60 percent. 13 of the stocks are up 100 percent or better. 33 of the stocks are up 50 percent or better. This week, ASYT and AFLX switched in the number 1 and 2 slot. ASYT is up 245 percent and AFLX is up 200 percent. All stocks, with the exception of WF with a gain of 12 percent for the period, are up over 25 percent. Even with all this group gain, however, the group average is still 4 percent less than the low point of the group in 1997. 10/09/98 11/27/98 CLOSE CLOSE PERCENT SYMBOL COMPANY PRICE PRICE CHANGE ASYT Asyst Technologies 6.19 21.38 245 AFLX Adflex Solutions 2.50 7.50 200 WFR MEMC Electronic Materials 3.50 10.13 189 LTXX LTX 1.28 3.50 173 ASEC Aseco 0.75 1.94 159 MTSN Mattson Technology 2.75 6.88 150 PRIA Pri Automation 10.63 25.50 140 NVLS Novellus Systems 23.06 53.91 134 ASMLF ASM Lithography Holdings 13.63 30.00 120 GSNX Gasonics 3.63 7.75 113 CMOS Credence Systems 10.06 20.94 108 CYMI Cymer 8.00 16.13 102 TGAL Tegal 1.50 3.00 100 DPMI Dupont Photomasks 19.31 37.75 95 LRCX Lam Research 9.91 19.25 94 PLAB Photronics 11.00 21.19 93 TER Teradyne 18.00 34.63 92 BRKS Brooks Automation 8.63 16.38 90 PHTN Photon Dynamics 2.38 4.50 89 SVGI Silicon Valley Group 6.88 12.63 84 ATMI ATMI Inc 11.38 20.88 83 IMSC Integrated Measurement Systems 5.75 10.50 83 FSII FSI International 4.63 8.31 79 AMAT Applied Materials 23.63 41.38 75 ETEC Etec System 20.25 35.19 74 NANO Nanometrics 4.81 8.25 72 IPEC Integrated Process Equipment 6.19 10.50 70 COHU Cohu 15.38 24.00 56 KLIC Kulicke & Soffa Industries 11.56 18.00 56 SMTL Semitool 5.00 7.75 55 VECO Veeco Instruments 24.75 38.25 55 SFAM SpeedFAM 10.13 15.47 53 EGLS Electroglas 9.25 13.91 50 KLAC KLA Instruments 25.00 36.94 48 HELX Helix Technology 8.63 12.63 46 MASK Align-Rite International 8.88 12.50 41 CFMT CFM Technologies 6.63 9.13 38 SFLX Smartflex Systems 5.94 7.75 30 MICN Micrion 5.38 6.94 29 UTEK Ultratech Stepper 15.38 19.50 27 WJ Watkins Johnson 16.50 18.56 12 TOTALS 408.63 731.23 79 SOX-X Phili Semiconductor Index 200.88 320.54 60