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

To: Donald Wennerstrom who wrote (2419)	2/28/1999 5:14:00 PM
From: Donald Wennerstrom	Respond to of 2754

The following is a look at the performance of each individual stock through Friday's close since the start of the rally on 10/9/98. A large spread in performance exists over that period, but most stocks have done fairly well. The exception is UTEK and SFLX, the bottom 2 entries in the table - sort of in a class by themselves. 25 stocks have gains of 100 percent or better with 3 stocks having gains of 200 percent or better - those "stars" are ASYT, LTXX and MTSN. A couple more days like last Thursday and Friday, however, and the list will look a lot less impressive. 10/09/98 02/26/99 CLOSE CLOSE PERCENT SYMBOL COMPANY PRICE PRICE CHANGE ASYT Asyst Technologies 6.19 21.50 247 LTXX LTX 1.28 4.00 213 MTSN Mattson Technology 2.75 8.25 200 LRCX Lam Research 9.91 29.56 198 ASML ASM Lithography Holdings 13.63 39.63 191 CYMI Cymer 8.00 22.88 186 GSNX Gasonics 3.63 10.38 186 PRIA Pri Automation 10.63 30.00 182 TER Teradyne 18.00 48.00 167 NVLS Novellus Systems 23.06 59.06 156 BRKS Brooks Automation 8.63 21.88 154 AMAT Applied Materials 23.63 55.63 135 HELX Helix Technology 8.63 19.69 128 PHTN Photon Dynamics 2.38 5.25 121 KLIC Kulicke & Soffa Industries 11.56 25.38 120 ETEC Etec System 20.25 44.31 119 FSII FSI International 4.63 9.75 111 CMOS Credence Systems 10.06 21.13 110 TGAL Tegal 1.50 3.13 109 KLAC KLA Instruments 25.00 51.81 107 WFR MEMC Electronic Materials 3.50 7.25 107 MICN Micrion 5.38 11.00 104 DPMI Dupont Photomasks 19.31 39.25 103 AFLX Adflex Solutions 2.50 5.00 100 ATMI ATMI Inc 11.38 22.75 100 ASEC Aseco 0.75 1.47 96 SVGI Silicon Valley Group 6.88 13.31 93 PLAB Photronics 11.00 20.56 87 IPEC Integrated Process Equipment 6.19 11.25 82 NANO Nanometrics 4.81 7.75 61 SFAM SpeedFAM 10.13 16.31 61 VECO Veeco Instruments 24.75 38.25 55 COHU Cohu 15.38 23.63 54 CFMT CFM Technologies 6.63 9.94 50 SMTL Semitool 5.00 7.25 45 MASK Align-Rite International 8.88 12.50 41 EGLS Electroglas 9.25 12.91 40 WJ Watkins Johnson 16.50 22.63 37 IMSC Integrated Measurement Systems 5.75 7.50 30 UTEK Ultratech Stepper 15.38 15.78 3 SFLX Smartflex Systems 5.94 5.38 -9 TOTALS 408.63 842.89 106 SOX-X Phili Semiconductor Index 200.88 356.26 77

To: Donald Wennerstrom who wrote (2419)	2/28/1999 5:30:00 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 2754

Another evaluation of each individual stock price of interest is the performance since the beginning of the year. January was a stellar month, but February saw a lot of the gains erased. The question is - what happens when the two months are put together? The overall gain of the group is 11 percent while the SOX-X is only up 2 percent. 20 of the stocks have gains of 10 percent or more while 6 stocks have losses of 10 percent or more. There are some very good companies on the bottom of the list - not sure what the did, or didn't do, to deserve this. 12/31/98 02/26/99 CLOSE CLOSE PERCENT SYMBOL COMPANY PRICE PRICE CHANGE LRCX Lam Research 17.81 29.56 66 CYMI Cymer 14.63 22.88 56 LTXX LTX 2.56 4.00 56 HELX Helix Technology 13.00 19.69 51 BRKS Brooks Automation 14.63 21.88 50 KLIC Kulicke & Soffa Industries 17.75 25.38 43 MTSN Mattson Technology 5.78 8.25 43 AMAT Applied Materials 42.69 55.63 30 ASML ASM Lithography Holdings 30.50 39.63 30 KLAC KLA Instruments 43.38 51.81 19 NVLS Novellus Systems 49.50 59.06 19 GSNX Gasonics 8.75 10.38 19 SMTL Semitool 6.13 7.25 18 CFMT CFM Technologies 8.50 9.94 17 PRIA Pri Automation 26.00 30.00 15 CMOS Credence Systems 18.50 21.13 14 TER Teradyne 42.38 48.00 13 WJ Watkins Johnson 20.38 22.63 11 ETEC Etec System 40.00 44.31 11 EGLS Electroglas 11.75 12.91 10 TGAL Tegal 2.88 3.13 9 MASK Align-Rite International 11.63 12.50 8 COHU Cohu 22.00 23.63 7 ASEC Aseco 1.38 1.47 7 ASYT Asyst Technologies 20.38 21.50 5 IPEC Integrated Process Equipment 10.75 11.25 5 SVGI Silicon Valley Group 12.75 13.31 4 PHTN Photon Dynamics 5.13 5.25 2 IMSC Integrated Measurement Systems 7.50 7.50 0 NANO Nanometrics 7.81 7.75 -1 UTEK Ultratech Stepper 16.00 15.78 -1 SFAM SpeedFAM 17.13 16.31 -5 FSII FSI International 10.38 9.75 -6 MICN Micrion 11.75 11.00 -6 DPMI Dupont Photomasks 42.44 39.25 -8 ATMI ATMI Inc 25.25 22.75 -10 PLAB Photronics 23.97 20.56 -14 WFR MEMC Electronic Materials 8.50 7.25 -15 SFLX Smartflex Systems 7.25 5.38 -26 AFLX Adflex Solutions 6.94 5.00 -28 VECO Veeco Instruments 53.13 38.25 -28 TOTALS 759.56 842.89 11 SOX-X Phili Semiconductor Index 350.56 356.26 2