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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: StanX Long who wrote (5036)8/23/2002 5:29:02 PM
From: Donald Wennerstrom  Read Replies (2) of 95572
 
In addition to the table presented below, this post is a
little experiment as well. I am using MSFT Internet
Explorer for the browser instead of Netscape 4.7 as I
usually do. I want to see if the columns "hold their
position" when using MSFT IE to read the data. In general,
the posts using Netscape 4.7 do not "hold their position"
when viewing the tables using MSFT IE. Here goes. Give me
some feedback if you wish.

This data below shows the change in earnings estimates for
the individual members of the Group since 7/4/02. There is
some decrease in "this yrs" earnings, but even more of a
decrease in "next yrs" earnings.

DATA FROM FIRST CALL
7/4/02 8/22/02
EARNINGS EST EARNINGS EST EARNINGS CHG
SYMBOL CURR YR NEXT YR CURR YR NEXT YR CURR YR NEXT YR
AMAT 0.20 0.76 0.19 0.50 -0.01 -0.26
ASML -0.08 0.72 -0.16 0.49 -0.08 -0.23
ASYT -0.09 1.34 -0.16 0.96 -0.07 -0.38
ATMI 0.00 0.96 -0.05 0.83 -0.05 -0.13
BRKS -1.60 0.77 -1.50 0.30 0.10 -0.47
CMOS -1.18 0.03 -1.26 -0.57 -0.08 -0.60
COHU 0.14 0.76 0.02 0.61 -0.12 -0.15
CYMI 0.80 1.83 0.73 1.50 -0.07 -0.33
DPMI -0.16 0.98 0.21 0.68 0.37 -0.30
EGLS -2.30 -0.88 -2.89 -1.77 -0.59 -0.89
FSII -1.05 -0.26 -1.05 -0.26 0.00 0.00
HELX -0.31 0.68 -0.32 0.30 -0.01 -0.38
KLAC 1.07 1.41 1.18 1.83 0.11 0.42
KLIC -0.99 0.58 -1.38 -0.54 -0.39 -1.12
LRCX 0.05 0.47 0.26 0.66 0.21 0.19
LTXX -0.93 -0.32 -0.93 -0.39 0.00 -0.07
MTSN -1.86 -0.81 -2.19 -0.88 -0.33 -0.07
NANO -0.23 0.45 -0.51 -0.06 -0.28 -0.51
NVLS 0.48 1.57 0.29 0.97 -0.19 -0.60
PHTN -0.09 1.34 -0.26 1.05 -0.17 -0.29
PLAB 0.48 1.21 0.14 0.31 -0.34 -0.90
SFAM -0.72 0.22 -0.70 0.22 0.02 0.00
SMTL -0.38 0.24 -0.46 0.17 -0.08 -0.07
TER -0.95 0.55 -1.17 -0.04 -0.22 -0.59
TGAL
UTEK -0.13 0.57 -0.25 0.42 -0.12 -0.15
VECO 0.15 0.97 0.11 0.72 -0.04 -0.25
WFR -1.17 0.01 -0.20 0.45 0.97 0.44
TOTAL -10.85 16.15 -12.31 8.46 -1.46 -7.69
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