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

To: Donald Wennerstrom who wrote (2372)	1/8/1999 11:22:00 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 2754

Hindsight is a wonderful thing. It all looks so easy after it has happened. At this point (and even before really) the week to invest was obviously the week ending 10/9/98. The last 13 weeks has been really outstanding! The group of 41 semi-equips has gone up 126 percent. During that same period the SOX-X has gone up 95 percent. It sure would have been nice to catch this past 13 week run. The statistics are impressive. All 41 stocks are up - SFLX at the bottom of the table is up 24 percent. ASYT leads the table with a gain of 338 percent. 28 of the stocks (68 percent) are up over 100 percent. 13 of the stocks (32 percent) are up over 150 percent. Also, following the table are three entries that summarize the movement during the past 13 weeks. The first 8 weeks the group sum went up every week and the net gain was 90 percent for the group and 72 percent for the SOX-X. Then for the next 4 weeks in December, the group sum changed very little. At the end of the 4 week period, the group was down 2 percent and the SOX-X was up 2 percent. Then this past week, it was "off to the races" again with a group gain of 21 percent and a SOX-X gain of 12 percent. Momentum is clearly on the side of further gains in the future, but at some point some retrenchment is in order, or maybe another period like this past December will set in where very little happens for several weeks. 10/09/98 01/08/99 CLOSE CLOSE PERCENT SYMBOL COMPANY PRICE PRICE CHANGE ASYT Asyst Technologies 6.19 27.09 338 GSNX Gasonics 3.63 12.38 241 ASMLF ASM Lithography Holdings 13.63 42.13 209 NVLS Novellus Systems 23.06 65.56 184 AFLX Adflex Solutions 2.50 7.00 180 PRIA Pri Automation 10.63 29.63 179 WFR MEMC Electronic Materials 3.50 9.75 179 LRCX Lam Research 9.91 27.25 175 TER Teradyne 18.00 49.06 173 LTXX LTX 1.28 3.47 171 FSII FSI International 4.63 12.19 163 CYMI Cymer 8.00 20.69 159 MTSN Mattson Technology 2.75 7.00 155 PLAB Photronics 11.00 27.06 146 CMOS Credence Systems 10.06 24.63 145 ETEC Etec System 20.25 49.56 145 ATMI ATMI Inc 11.38 26.81 136 AMAT Applied Materials 23.63 55.50 135 MICN Micrion 5.38 12.63 135 ASEC Aseco 0.75 1.75 133 TGAL Tegal 1.50 3.50 133 VECO Veeco Instruments 24.75 57.63 133 DPMI Dupont Photomasks 19.31 43.63 126 IPEC Integrated Process Equipment 6.19 13.22 114 SVGI Silicon Valley Group 6.88 14.69 114 KLAC KLA Instruments 25.00 52.88 112 KLIC Kulicke & Soffa Industries 11.56 23.75 105 PHTN Photon Dynamics 2.38 4.88 105 BRKS Brooks Automation 8.63 17.13 98 SFAM SpeedFAM 10.13 19.88 96 HELX Helix Technology 8.63 16.25 88 NANO Nanometrics 4.81 8.94 86 COHU Cohu 15.38 27.75 80 SMTL Semitool 5.00 8.63 73 IMSC Integrated Measurement Systems 5.75 9.75 70 CFMT CFM Technologies 6.63 10.81 63 EGLS Electroglas 9.25 14.75 59 MASK Align-Rite International 8.88 13.69 54 WJ Watkins Johnson 16.50 22.75 38 UTEK Ultratech Stepper 15.38 19.44 26 SFLX Smartflex Systems 5.94 7.38 24 TOTALS 408.63 922.46 126 SOX-X Phili Semiconductor Index 200.88 391.43 95 10/09/98 12/04/98 8WKS GROUP 41 Semi Equips 409 778 90 % SOX-X Phili Semiconductor Index 201 345 72 % 12/04/98 12/31/98 4 WKS GROUP 41 Semi Equips 778 760 -2 % SOX-X Phili Semiconductor Index 345 351 2 % 12/31/98 12/31/98 1 WKS GROUP 41 Semi Equips 760 922 21 % SOX-X Phili Semiconductor Index 351 391 12 %