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Technology Stocks : Semi Equipment Analysis
SOXX 348.67+0.2%4:00 PM EST

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To: Return to Sender who wrote (1882)2/9/2002 4:37:43 PM
From: Donald Wennerstrom  Read Replies (1) of 95756
 
The following tables updates the earnings estimates for the
past week for the group.

DATA FROM FIRST CALL
1/31/02 2/7//02
EARNINGS EST EARNINGS EST EARNINGS CHG
SYMBOL CURR YR NEXT YR CURR YR NEXT YR CURR YR NEXT YR
AMAT 0.20 1.35 0.21 1.34 0.01 -0.01
ASML -0.10 0.69 -0.10 0.69 0.00 0.00
ASYT -1.43 -0.75 -1.39 -0.67 0.04 0.08
ATMI -0.13 -0.25 -0.15 0.82 -0.02 1.07
BRKS -0.90 0.73 -0.96 0.74 -0.06 0.01
CMOS -1.07 -0.33 -1.07 -0.33 0.00 0.00
COHU -0.30 -0.11 0.11 0.68 0.41 0.79
CYMI 0.36 0.07 0.11 0.87 -0.25 0.80
DPMI -0.11 1.46 -0.11 1.46 0.00 0.00
EGLS -2.20 -1.04 -2.22 -1.04 -0.02 0.00
FSII -1.07 0.15 -1.07 0.15 0.00 0.00
HELX -0.26 -0.12 -0.26 -0.12 0.00 0.00
KLAC 1.00 1.30 1.01 1.31 0.01 0.01
KLIC -0.75 0.38 -0.88 0.38 -0.13 0.00
LRCX -0.07 0.40 -0.06 0.26 0.01 -0.14
LTXX -0.84 0.01 -0.84 0.01 0.00 0.00
MTSN -1.83 -0.12 -1.83 -0.12 0.00 0.00
NANO 0.14 0.12 0.14 0.11 0.00 -0.01
NVLS 0.00 1.07 0.01 1.12 0.01 0.05
PHTN -0.11 1.06 -0.07 1.06 0.04 0.00
PLAB 0.67 1.33 0.67 1.33 0.00 0.00
PRIA -0.74 0.41 -0.74 0.41 0.00 0.00
SFAM -1.69 -0.55 -1.69 -0.55 0.00
SMTL -0.46 0.20 -0.45 0.16 0.01 -0.04
TER -1.14 0.30 -1.14 0.29 0.00 -0.01
TGAL -0.41 -0.56 -0.15
UTEK 0.23 0.07 0.05 0.72 -0.18 0.65
VECO 1.32 0.73 1.32 0.73 0.00 0.00
WFR -2.75 -1.90 -2.75 -1.90 0.00 0.00
TOTAL -14.44 6.66 -14.71 9.91 -0.27 3.25

Not much change in "this years" estimates, but a nice
increase in "next years" estimates. This trend should
continue as those companies whose Fiscal year is the same as
the calendar year(the majority of companies in the group)
"roll over" from "next year" to "this year" as they report
earnings.
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