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Technology Stocks : Semi Equipment Analysis
SOXX 305.47+3.1%4:00 PM EST

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To: Donald Wennerstrom who wrote (1386)12/8/2001 7:53:24 PM
From: Donald Wennerstrom  Read Replies (1) of 95358
 
The prices of the group may be up 60 percent as shown in the
last post, but the earnings estimates are down substantially
over the same period.

DATA FROM FIRST CALL
9/20/01 12/6/01
EARNINGS EST EARNINGS EST EARNINGS CHG
SYMBOL CURR YR NEXT YR CURR YR NEXT YR CURR YR NEXT YR
AMAT 1.06 0.76 0.21 1.39 -0.85 0.63
ASML -0.11 0.10 -0.18 -0.05 -0.07 -0.15
ASYT -1.23 0.17 -1.41 -0.68 -0.18 -0.85
ATMI 0.10 0.28 -0.13 -0.21 -0.23 -0.49
BRKS 1.08 0.39 -0.50 0.57 -1.58 0.18
CMOS -0.77 -0.95 -1.07 -0.33 -0.30 0.62
COHU -0.17 0.34 -0.29 0.34 -0.12 0.00
CYMI 0.32 0.55 0.34 0.10 0.02 -0.45
DPMI -0.66 1.67 -0.39 1.30 0.27 -0.37
EGLS -1.69 -0.79 -1.93 -1.81 -0.24 -1.02
FSII 0.47 -0.06 -1.02 0.15 -1.49 0.21
HELX -0.12 0.35 -0.26 -0.12 -0.14 -0.47
KLAC 1.17 1.78 1.03 1.35 -0.14 -0.43
KLIC -0.35 -0.19 -0.39 0.54 -0.04 0.73
LRCX 0.32 0.81 0.01 0.40 -0.31 -0.41
LTXX -0.42 0.63 -0.81 0.03 -0.39 -0.60
MTSN -2.11 -1.17 -1.83 -0.12 0.28 1.05
NANO 0.48 0.75 0.20 0.16 -0.28 -0.59
NVLS 1.37 0.99 1.35 0.15 -0.02 -0.84
PHTN 0.08 0.39 -0.10 1.01 -0.18 0.62
PLAB 0.69 0.72 0.68 0.59 -0.01 -0.13
PRIA -1.25 -0.37 -0.77 0.45 0.48 0.82
SFAM -1.85 -1.89 -0.04
SMTL 0.67 0.35 -0.42 0.32 -1.09 -0.03
TER -0.31 -0.03 -0.52 -1.00 -0.21 -0.97
TGAL -0.24 -0.41 -0.17
UTEK 0.48 0.58 0.23 0.07 -0.25 -0.51
VECO 1.48 1.67 1.32 0.74 -0.16 -0.93
WFR -1.67 -1.60 -2.75 -1.90 -1.08 -0.30
TOTAL -3.18 8.12 -11.70 3.44 -8.52 -4.68
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