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

To: Donald Wennerstrom who wrote (2449)	4/3/1999 4:46:00 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 2754

As a baseline for the group of 41 stocks, the low point was established on the week ending 4/25/97. In another 3 weeks, the 2 year anniversary of that baseline will occur. The following table looks at the winners and losers at Thursday's close compared to the baseline. First of all, the group is only up 7 percent over the nearly 2 year period compared to a 47 percent gain for the SOX-X. This is due primarily to the makeup of the group compared to the SOX-X. The group has many more small cap stocks that have not done well over the period. The SOX-X is composed of 16 stocks that are all relative leaders in their respective niche, and are larger cap stocks. This effect can be seen by noting that 4 of the stocks in the group, AMAT, NVLS, TER and KLAC are 4 of the 16 stocks in the SOX-X. In the group their performance has been first, third, fourth and eleventh respectively. 21 stocks in the group are up in value over the nearly 2 year period, while 20 are down. 6 of the stocks are down over 50 percent. 04/25/97 04/01/99 CLOSE CLOSE PERCENT SYMBOL COMPANY PRICE PRICE CHANGE AMAT Applied Materials * 24.32 64.38 165 ASML ASM Lithography Holdings 18.25 46.00 152 NVLS Novellus Systems * 26.44 58.63 122 TER Teradyne * 30.75 58.00 89 BRKS Brooks Automation 14.00 22.63 62 GSNX Gasonics 8.13 12.75 57 ASYT Asyst Technologies 9.94 15.19 53 CMOS Credence Systems 14.50 21.13 46 PHTN Photon Dynamics 5.44 7.50 38 VECO Veeco Instruments 29.25 37.63 29 KLAC KLA Instruments * 41.50 51.00 23 PLAB Photronics 15.88 19.38 22 LRCX Lam Research 27.75 33.81 22 LTXX LTX 4.25 5.00 18 CYMI Cymer 17.69 20.00 13 MASK Align-Rite International 10.63 11.75 11 NANO Nanometrics 5.50 6.00 9 ATMI ATMI Inc 18.00 19.19 7 PRIA Pri Automation 22.57 23.75 5 ETEC Etec System 27.50 28.88 5 HELX Helix Technology 15.50 15.88 2 COHU Cohu 24.88 23.06 -7 KLIC Kulicke & Soffa Industries 27.25 25.13 -8 MTSN Mattson Technology 8.00 7.31 -9 DPMI Dupont Photomasks 45.00 40.00 -11 WJ Watkins Johnson 26.38 23.13 -12 UTEK Ultratech Stepper 17.50 13.94 -20 EGLS Electroglas 16.50 13.00 -21 SVGI Silicon Valley Group 19.75 15.50 -22 IMSC Integrated Measurement Systems 13.25 9.00 -32 SMTL Semitool 9.63 6.50 -33 MICN Micrion 13.13 8.75 -33 IPEC Integrated Process Equipment 15.13 8.94 -41 TGAL Tegal 5.50 3.13 -43 FSII FSI International 11.50 6.00 -48 SFAM SpeedFAM 26.13 12.75 -51 SFLX Smartflex Systems 11.88 3.56 -70 CFMT CFM Technologies 32.50 8.25 -75 WFR MEMC Electronic Materials 25.50 6.06 -76 AFLX Adflex Solutions 14.25 2.94 -79 ASEC Aseco 8.75 1.50 -83 TOTALS 760.20 816.93 7 SOX-X Phili Semiconductor Index 263.06 387.37 47 * Component of 16 stock SOX-X Index