Semiconductors & Semiconductor Equipment

RANK

COMPANY

MARKET VALUE

SALES

PROFITABILITY

INVESTMENT DATA

Ind.Rank

S&P 500Rank

2/28/05$ MIL.

Tot. Ret.1-yr.

Tot. Ret.3-yr.

12-Mo. 2004$ Mil.

% Chg. from 2003

3-yr. Avg.% Chg.

12-Mo. 2004$ Mil.

% Chg. from 2003

3-yr. Avg.% Chg.

Net Margin2004

Net Margin2003

Ret. on Inv. Cap.

Ret. on Common Eq.

Recent SharePrice $

12-Mo.High/Low $

P-ERatio

Div.Yield

EPS 2004

Est.EPS 2005

Industry Average

17420.9

-15.1

-16.0

4594.6

24

9.1

728.8

189

41.3

15.9

6.8

10.4

14.6

24

31/18

31

0.32

0.78

0.86

1

55

Intel

150009.5

-17.2

-14.6

34209.0

13

9.2

7516.0

33

80.0

22.0

18.7

19.1

19.5

24

30/20

21

1.33

1.16

1.24

2

131

Applied Materials

29320.6

-17.9

-19.7

8238.2

65

9.8

1557.7

NM

81.6e

18.9

0.0

16.0

16.8

17

23/15

19

0.00

0.90

0.72

3

139

Texas Instruments

45478.5

-13.3

-8.7

12580.0

28

15.5

1861.0

55

NC

14.8

12.2

13.9

14.2

26

32/18

25

0.38

1.05

1.13

4

146

Maxim Integrated Products

14055.3

-13.1

-4.6

1662.1

35

11.3

523.0

51

32.6

31.5

28.1

21.9

21.9

43

53/38

28

0.93

1.51

1.61

5

149

Altera

7721.4

-6.2

8.8

1016.4

23

7.5

275.1

77

73.6

27.1

18.8

21.5

21.5

21

26/18

29

0.00

0.72

0.60

6

155

National Semiconductor

7088.3

1.5

58.8

2081.7

20

9.2

395.0

598

NC

19.0

3.3

21.0

21.3

20

24/12

19

0.40

1.03

0.88

7

172

Analog Devices

13678.7

-26.0

-0.5

2609.0

19

12.3

561.3

58

51.7

21.5

16.3

15.0

15.0

37

52/31

26

0.65

1.44

1.28

8

177

Linear Technology

12041.1

-1.5

8.5

950.3

40

10.7

390.7

44

10.5

41.1

39.8

20.3

20.3

39

41/34

31

1.02

1.25

1.31

9

189

Xilinx

10525.1

-27.6

-15.4

1585.6

22

11.8

376.4

70

84.5

23.7

17.0

14.4

14.4

30

44/25

29

0.66

1.04

0.92

10

283

KLA-Tencor

9711.4

-6.3

-14.7

1891.8

49

-4.7

400.8

190

-1.6

21.2

10.9

14.1

14.1

49

55/35

25

0.97

2.00

2.27

11

311

Broadcom

10642.5

-20.2

5.2

2400.6

49

36.9

218.7

NM

NC

9.1

-59.6

9.2

9.2

32

47/25

51

0.00

0.63

1.04

12

345

NVIDIA

4818.5

30.3

-43.2

2010.0

10

11.9

100.4

35

-17.3

5.0

4.1

8.5

8.5

29

29/9

51

0.00

0.57

1.18

13

354

Advanced Micro Devices

6209.4

16.3

29.3

5001.4

42

10.7

91.2

NM

NC

1.8

-7.8

1.7

3.0

17

25/11

70

0.00

0.25

0.37

14

379

Micron Technology

7046.0

-23.5

-64.2

4557.3

30

18.3

311.0

NM

NC

6.8

-27.2

4.7

5.4

12

18/10

25

0.00

0.46

0.69

15

386

Novellus Systems

4128.7

-8.1

-30.7

1357.3

47

1.4

156.7

NM

17.4e

11.5

-0.5

7.7

8.4

30

35/23

28

0.00

1.06

0.95

16

407

Freescale Semiconductor

7672.0

2.6d

NA

5715.0

17

6.9e

211.0

NM

NC

3.7

-7.5

4.1

5.4

19

19/12

18

0.00

1.06

0.87

17

412

Teradyne

2993.9

-37.4

-54.0

1791.9

32

7.9

165.2

NM

NC

9.2

-14.3

10.8

14.6

15

27/13

18

0.00

0.84

-0.24

18

427

PMC-Sierra

1759.6

-50.0

-31.9

297.4

19

-1.1

51.7

NM

NC

17.4

-3.2

17.0

17.3

10

21/8

37

0.00

0.27

0.15

19

476

Applied Micro Circuits

1062.0

-46.7

-55.1

236.9

128

-1.6

-124.2

NM

NC

-52.4

-319.3

-12.9

-12.9

3

7/3

-9

0.00

-0.40

0.06

20

495

LSI Logic

2455.8

-36.8

-57.4

1700.2

0

-2.1

-463.5

NM

NC

-27.3

-18.2

-19.3

-28.7

6

11/4

-5

0.00

-1.21

0.21

Footnotes and Glossary