To: Donald Wennerstrom who wrote (2362 ) 1/1/1999 12:13:00 PM From: Donald Wennerstrom Read Replies (1) | Respond to of 2754
Since it is the end of the calendar year, it is of some interest to see how the semi-equips performed over the past year. A comparison can be made with the closing prices at the end of 1997. The table below shows the semi-equips with a group sum loss of 8 percent for the year. Over the same period, the SOX-X was up 33 percent. Of the 41 stocks, 8 were up for the year, while 33 were down. Only one stock, VECO, had a triple digit gain of 142 percent. It far surpassed the performance of any other stock in the group over this time period. On the downside, 21 stocks had losses of 20 percent or greater over the 1 year period. 4 stocks, SMTL, IMSC, AFLX AND ASEC had losses of greater than 50 percent. 12/31/97 12/31/98 CLOSE CLOSE PERCENT SYMBOL COMPANY PRICE PRICE CHANGE VECO Veeco Instruments 22.00 53.13 142 NVLS Novellus Systems 32.31 49.50 53 PHTN Photon Dynamics 3.38 5.13 52 AMAT Applied Materials 30.13 42.69 42 TER Teradyne 32.00 42.38 32 DPMI Dupont Photomasks 34.88 42.44 22 KLAC KLA Instruments 38.63 43.38 12 ATMI ATMI Inc 24.25 25.25 4 PLAB Photronics 24.25 23.97 -1 CYMI Cymer 15.00 14.63 -2 NANO Nanometrics 8.19 7.81 -5 KLIC Kulicke & Soffa Industries 18.63 17.75 -5 ASYT Asyst Technologies 21.75 20.38 -6 MASK Align-Rite International 12.75 11.63 -9 ASMLF ASM Lithography Holdings 33.75 30.50 -10 PRIA Pri Automation 28.88 26.00 -10 GSNX Gasonics 9.88 8.75 -11 FSII FSI International 11.75 10.38 -12 ETEC Etec System 46.50 40.00 -14 MTSN Mattson Technology 7.00 5.78 -17 UTEK Ultratech Stepper 19.88 16.00 -20 MICN Micrion 14.75 11.75 -20 BRKS Brooks Automation 18.38 14.63 -20 WJ Watkins Johnson 25.94 20.38 -21 SFLX Smartflex Systems 9.50 7.25 -24 EGLS Electroglas 15.44 11.75 -24 COHU Cohu 30.63 22.00 -28 IPEC Integrated Process Equipment 15.75 10.75 -32 HELX Helix Technology 19.50 13.00 -33 SFAM SpeedFAM 26.50 17.13 -35 CMOS Credence Systems 29.63 18.50 -38 LRCX Lam Research 29.25 17.81 -39 TGAL Tegal 4.83 2.88 -40 LTXX LTX 4.44 2.56 -42 SVGI Silicon Valley Group 22.63 12.75 -44 WFR MEMC Electronic Materials 15.25 8.50 -44 CFMT CFM Technologies 15.38 8.50 -45 SMTL Semitool 13.06 6.13 -53 IMSC Integrated Measurement Systems 17.13 7.50 -56 AFLX Adflex Solutions 16.13 6.94 -57 ASEC Aseco 8.52 1.38 -84 TOTALS 828.43 759.56 -8 SOX-X Phili Semiconductor Index 263.63 350.56 33