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Technology Stocks : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

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To: scott_jiminez who wrote (353)	3/3/2001 11:34:00 PM
From: Donald Wennerstrom	Read Replies (2) of 95572

Scott, Yes, there are several companies that have next year's estimates lower than this year's estimates. The most recent post is given in #348 Message 15435359 The following companies, ASYT, KLAC, LRCX, and LTXX, show next year's earnings estimates less than this year's. Other companies in the list in the most recent couple of months have also had this situation, but have now recovered. KLIC was most recently in this situation on the 4 Jan First Call posting given in post #236 Message 15126542 where this year's estimate was 0.49 and next year's estimate was 0.41. The estimates have been "jumping" all over the place for many of the stocks in the list. As the analysts and companies have been saying - the visibility is not very clear. CYMI was the first company to imply they could see all the way to the end of the year, and their prognosis is for smaller revenue and earnings. Don

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