To: Joe Dancy who wrote (2427 ) 3/22/1999 12:44:00 AM From: Donald Wennerstrom Respond to of 2754
The following is a "long term" comparison of each stock in the group of 41 since 12/31/96, a period of approximately 3 years and 3 months in duration. During that period, 19 stocks have advanced, 1 stayed the same, and 21 are "underwater". The 5 top stocks in the group are up over 100 percent. The bottom 7 stocks are down over 50 percent. The entire group is up only 11 percent over the more than 3 year period, while during the same period, the SOX-X is up 56 percent. The 4 stocks with asterisks, AMAT, NVLS, TER and KLAC, are included as 4 stocks of the 16 stocks that make up the SOX-X. 12/31/96 03/19/99 CLOSE CLOSE PERCENT SYMBOL COMPANY PRICE PRICE CHANGE ASML ASM Lithography Holdings 12.45 45.75 267 AMAT Applied Materials * 17.97 60.94 239 TER Teradyne * 24.38 56.69 133 NVLS Novellus Systems * 27.09 57.75 113 VECO Veeco Instruments 22.00 44.38 102 ASYT Asyst Technologies 8.56 16.63 94 NANO Nanometrics 4.75 7.94 67 KLAC KLA Instruments * 35.50 52.81 49 PLAB Photronics 13.63 20.00 47 BRKS Brooks Automation 16.38 22.38 37 PRIA Pri Automation 22.75 29.00 27 KLIC Kulicke & Soffa Industries 19.00 23.38 23 ATMI ATMI Inc 17.25 21.00 22 HELX Helix Technology 14.50 17.13 18 ETEC Etec System 38.25 44.00 15 LRCX Lam Research 28.13 32.06 14 MASK Align-Rite International 11.00 11.97 9 COHU Cohu 23.25 24.13 4 CMOS Credence Systems 20.13 20.38 1 CYMI Cymer 24.07 24.00 0 WJ Watkins Johnson 24.50 22.94 -6 GSNX Gasonics 10.25 9.31 -9 DPMI Dupont Photomasks 45.38 39.81 -12 LTXX LTX 5.88 4.94 -16 EGLS Electroglas 16.13 13.06 -19 SMTL Semitool 9.50 6.75 -29 PHTN Photon Dynamics 7.63 5.38 -29 MTSN Mattson Technology 9.50 6.63 -30 UTEK Ultratech Stepper 23.75 14.88 -37 SVGI Silicon Valley Group 20.13 11.75 -42 IPEC Integrated Process Equipment 18.00 10.50 -42 TGAL Tegal 5.25 3.06 -42 FSII FSI International 15.00 8.50 -43 SFAM SpeedFAM 28.50 14.75 -48 CFMT CFM Technologies 20.75 9.94 -52 MICN Micrion 21.75 9.50 -56 IMSC Integrated Measurement Systems 17.38 7.19 -59 WFR MEMC Electronic Materials 22.50 6.88 -69 AFLX Adflex Solutions 10.25 3.06 -70 SFLX Smartflex Systems 16.50 3.88 -76 ASEC Aseco 11.63 1.50 -87 TOTALS 761.20 846.53 11 SOX-X Phili Semiconductor Index 240.30 374.98 56