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Technology Stocks : Semi Equipment Analysis
SOXX 345.64-2.0%Feb 3 4:00 PM EST
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To: scott_jiminez who wrote (208)12/7/2000 2:25:00 PM
From: Donald Wennerstrom  Read Replies (1) of 95853
 
Here is the update on First Call earnings estimates from
last week to this week. Very little change overall after
the pluses and minuses(yes, there are plus-ups).


DATA FROM FIRST CALL
11/30/00 12/7/00
EARNINGS EST EARNINGS EST EARNINGS CHG
SYMBOL CURR YR NEXT YR CURR YR NEXT YR CURR YR NEXT YR
AMAT 3.13 3.49 3.03 3.52 -0.10 0.03
ASML 0.74 1.22 0.74 1.22 0.00 0.00
ASYT 2.09 2.43 2.09 2.43 0.00 0.00
ATMI 1.36 1.78 1.36 1.78 0.00 0.00
BRKS 2.57 3.10 2.57 2.76 0.00 -0.34
CFMT 0.00 0.00
CMOS 2.86 3.35 2.38 2.87 -0.48 -0.48
COHU 1.79 1.56 1.79 1.97 0.00 0.41
CYMI 2.01 2.99 2.01 2.99 0.00 0.00
DPMI 2.92 4.54 2.92 4.54 0.00 0.00
EGLS 2.02 1.75 2.02 1.75 0.00 0.00
FSII 1.27 1.27 0.00 0.00
GSNX 1.64 1.64 1.90 0.00 1.90
HELX 2.01 2.76 2.01 2.76 0.00 0.00
IMSC 1.00 1.28 1.00 1.28 0.00 0.00
KLAC 2.28 2.56 2.25 2.52 -0.03 -0.04
KLIC 0.52 0.70 0.52 0.70 0.00 0.00
LRCX 2.13 2.18 2.11 2.10 -0.02 -0.08
LTXX 1.60 2.07 1.60 2.07 0.00 0.00
MTSN 1.32 1.55 1.32 1.55 0.00 0.00
NANO 1.18 1.64 1.18 1.64 0.00 0.00
NVLS 2.33 3.11 2.32 2.91 -0.01 -0.20
PHTN 1.54 1.54 0.00 0.00
PLAB 0.85 1.50 0.85 1.50 0.00 0.00
PRIA 1.29 2.40 1.29 2.60 0.00 0.20
SFAM -0.31 0.66 -0.31 0.66 0.00 0.00
SMTL 1.25 1.65 1.25 1.65 0.00 0.00
SVGI 2.10 2.10 0.00 0.00
TER 2.87 2.94 2.87 2.94 0.00 0.00
TGAL -0.01 0.49 -0.01 0.49 0.00 0.00
UTEK 0.20 1.10 0.22 1.12 0.02 0.02
VECO 0.85 2.41 0.85 2.41 0.00 0.00
WFR -0.75 0.51 -0.66 0.56 0.09 0.05
TOTAL 48.65 57.72 48.12 59.19 -0.53 1.47
PCT INC/DEC -1.09 2.55
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