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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: The Ox who wrote (6923)	11/15/2002 5:19:03 PM
From: Donald Wennerstrom	of 95567

Since the Fiscal Year ends for PHTN in September, the earnings estimates shift from "next year" to "this year" and a new "next year" estimate is required. In this case, when I gathered the data, the new "next year" estimate was not available. From now on for the next year, this lack of data should not be an issue. By the way, thanks for posting the "pointer" to your notes on the conference call with AMAT. IMO you did a very good job - the information is very useful for reference purposes. Don

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