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Technology Stocks : Semi Equipment Analysis

SOXX 296.74

+1.8%

Nov 28 4:00 PM EST

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To: Donald Wennerstrom who wrote (4728)	8/7/2002 12:40:31 AM
From: Donald Wennerstrom	Read Replies (1) of 95487

Using the Thomson Financial database, the number of earnings estimate changes for the last 4 weeks, both positive and negative, can be put into a table for review as shown below. ESTIMATE 8/2/02 CHANGES IN CLOSE LAST 4 WKS SYMBOL PRICE UP DOWN AMAT* 13.70 0 6 ASML 10.42 0 8 ASYT 10.36 2 8 ATMI 17.60 2 5 BRKS 18.29 10 2 CMOS 13.05 1 1 COHU 14.90 0 2 CYMI 25.37 1 6 DPMI 23.34 0 8 EGLS 3.34 0 5 FSII 4.42 0 0 HELX 11.60 2 1 KLAC* 37.03 2 20 KLIC 5.56 0 6 LRCX 11.66 2 13 LTXX 9.96 0 0 MTSN 2.80 0 0 NANO 5.81 0 5 NVLS* 25.33 3 19 PHTN 23.86 0 7 PLAB 10.97 0 11 SFAM 2.84 1 0 SMTL 6.68 0 3 TER* 13.76 1 18 TGAL 0.87 0 0 UTEK 13.61 2 2 VECO 13.17 4 6 WFR 3.00 1 0 TOTALS 353.30 34 162 SOX-X 301.41 COMPQX1247.92

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