TCI 71112.17      
     
  Weekly Gains   Last Month's Gains   Hi-Tech Stock Gains            
  Equipment Stocks Price Change Forward P/E Semiconductor Stocks Price Change Forward P/E   Equipment Stocks Price Change Forward EPS Semiconductor Stocks Price Change Forward EPS   Equipment Stocks Stock Prices Forward EPS  
                              4Q06 1Q07 2Q07 3Q07 12 Mo 12 Mo  
  Aixtronº 14.8% AMDº -6.1% Negative   Aixtron 19.3% AMD -0.2% 2.8%   Aixtron 17.4% 60.5% 22.4% 11.4% 166.9%  
  Applied Materials -0.8% 15 Analog Devices -1.5% 18   Applied Materials -8.8% 0 Analog Devices -9.0% -0.6%   Applied Materials 2.3% -0.7% 8.5% 4.2% 16.8% 13.4%  
  ASM International -7.5% 14 ASEº -5.9% 9   ASM International -3.6% 0 ASE 5.7% 0.0%   ASM International 15.2% 5.9% 20.4% 7.1% 57.6% 39.6%  
  ASMLº -3.0% 15 ASE Testº -1.9% 11   ASML 5.5% 0 ASE Test 0.5% 0.0%   ASML 8.0% 0.5% 10.9% 19.7% 41.2% 39.2%  
  FEI -7.3% 17 Chartered -3.5% 39   FEI -10.5% 0 Chartered -0.9% -6.9%   FEI 20.0% 36.7% -10.0% -3.2% 48.9% 46.4%  
  KLA-Tencor -1.9% 15 IBMº -12.5% 13   KLA-Tencor -8.7% 0 IBM -2.7%   KLA-Tencor 13.2% 7.2% 3.1% 1.5% 25.4% 34.9%  
  Lam Research -3.0% 11 Infineon -6.7% 38   Lam Research -8.7% 0 Infineon -16.9% 0.0%   Lam Research 17.7% -6.5% 8.6% 3.6% 17.5% 32.3%  
  Nikon 1.4% Intelº -6.2% 17   Nikon -6.6% Intel 3.6% 5.7%   Nikon 4.3% -4.8% 38.4% 14.8% 61.9%  
  Novellusº -5.1% 16 Matsushita -5.6% 14   Novellus 1.6% 0 Matsushita 7.8%   Novellus 24.2% -7.0% -11.4% -3.9% -1.4% -4.0%  
  Oerlikonº 11.7% Micron -7.9% 19   Oerlikon (Unaxis) 24.9% Micron -5.7% 1633.3%   Oerlikon (Unaxis) 36.8% 22.5% -11.8% -34.4% 2.0%  
  Semitool 3.3% 19 Samsung Electronic 0.0%   Semitool -6.8% 0 Samsung Electronics -6.1%   Semitool 30.7% -2.3% -26.1% 0.9% -6.2% -42.7%  
  SEZ 2.8% SMIC -3.7% 60   SEZ -13.7% SMIC -6.0% 25.0%   SEZ 16.1% 5.5% -5.9% -28.2% -15.0%  
  TEL -9.5% STM -2.4% 17   TEL -8.7% 0 STM 1.5% 1.0%   TEL 6.3% -12.2% 10.2% -19.8% -16.6%  
  Ultratech 2.8% 29 Toshiba -6.2%   Ultratech -17.9% 0 Toshiba -13.0%   Ultratech 1.5% 9.1% -2.1% 4.0% 4.1% 18.9%  
  Varian Semiconductorº -9.9% 10 TSMCº -5.6% 13   Varian Semiconductor -17.9% 0 TSMC 2.7% 0.0%   Varian Semiconductor 15.2% 17.3% 12.6% 33.6% 118.7% 26.0%  
  Veeco -7.9% 23 Texas Instruments -1.1% 15   Veeco -7.6%   Texas Instruments -12.2% -1.4%   Veeco -5.6% 4.1% 6.4% -6.6% -2.0% -36.9%  
        UMCº -4.5% 18         UMC -0.6% 0        
  Advantest -6.4%         Advantest -8.2%         Advantest 10.7% -22.3% -1.9% -29.1% -37.9%  
  Credence -28.9% 7         Other Chip Making Stocks     Credence -2.6% 0         Other Chip Making Stocks   Credence 76.1% -36.3% 8.8% -14.2% 8.4% 250.0%  
  Nextestº 4.2% 14 ESI -5.1% 16   Nextest 4.7% 0 ESI -14.1% 0%   Nextest -18.3% 24.2% -2.4% -5.9% -2.3%  
  Teradyne 0.4% 17 SOITEC -18.9%   Teradyne -13.1% 0 SOITEC -2.4%   Teradyne 14.8% 10.6% 6.3% -21.5% 4.9% 9.9%  
  Verigy -5.4% 12 Synopsysº -13.1% 16   Verigy -7.0% 0 Synopsys 3.5% 0   Verigy 10.5% 32.2% 21.9% -13.6% 52.0% 20.2%  
                                   
  ASM Pacific -9.6%         ASM Pacific -10.0%         ASM Pacific 7.1% 6.5% 22.9% 21.5% 68.3%  
  BESIº -5.4%         BESI -6.7% Starbucks -2.6% -0.9%   BESI 7.2% 9.6% 0.7% -8.5% 9.2%  
  Kulicke & Soffa -10.6% 8 Starbucks -11.6% 21   Kulicke &Soffa -14.2% 0 S&P 500 -1.1%     Kulicke &Soffa -6.3% 10.1% 13.2% -19.0% -4.1% 23.2%  
  º HT2 Stock: stocks listed as hot in at least 3 weeks of the prior month.        
       
  Weekly Bar levels: avg T 4-6 T 1-3   Monthly Bar levels: avg T 4-6 T 1-3   Semiconductor Stocks 4Q06 1Q07 2Q07 3Q07 12 Mo Forward EPS  
  -3% 3% 4%   -5% 4% 7%   AMD -11.0% -35.8% 9.5% -7.7% -46.9% -152.6%  
      Analog Devices 10.9% 4.9% 9.1% -3.9% -37.9%  
      ASE 21.4% 5.5% 14.6% -20.6% 16.1%  
        ASE Test 21.1% 12.8% 23.6% 2.1% 68.3% 6.9%  
  Chartered 14.6% 13.8% -7.7% -15.5% -0.9% -40.8%  
  IBM 16.3% -3.0% 11.7% 11.9% 43.8%  
  Infineon 14.9% 11.0% 6.2% 3.9% 45.2% -25.5%  
  Intel 1.9% -5.5% 24.1% 8.9% 25.7% 27.3%  
  Matsushita -4.9% 0.0% -1.4% -6.4% -12.2%  
  Micron -21.3% -13.5% 3.7% -11.4% -36.2% -96.7%  
  Samsung Electronics -8.4% -8.2% 0.5% 1.6% -12.7%  
  SMIC -1.9% 7.5% -0.4% -13.1% -6.6% 6.7%  
  STM 7.2% 4.3% -0.1% -12.7% -3.0% -1.0%  
  Toshiba 0.5% 1.5% 36.6% -0.2% 40.1%  
  TSMC 11.9% -1.6% 3.5% -9.1% 5.4% -1.3%  
  Texas Instruments -10.8% 4.5% 25.0% -2.8% 10.0% 12.6%  
  UMC 6.8% 4.5% 7.5% 5.0% 16.6% 46.7%  
       
  Chip Making Material Stocks 4Q06 1Q07 2Q07 3Q07 12 Mo Forward EPS  
  ESI -3.9% -4.5% 8.1% 15.2% 16.3%  
  SOITECº 15.2% -33.7% -11.5% -16.8% -42.3%  
  Synopsys 35.4% -1.9% 0.8% 2.5% 37.3% 44.0%  
       
  Starbucks 38.5% 25.4% -16.3% -0.2% -23.1% 19.1%  
  S&P 500 6.8% 0.2% 5.8% 1.6% 14.3%    
 
  Average CM Stock: 10% 3% 7% -4% 17%  
  Top 4-6 Bar 21% 17% 23% 12% 50%  
  Top 3 Bar 35% 30% 25% 19% 68%