Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 283.58

+0.3%

Nov 25 4:00 PM EST

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To: Return to Sender who wrote (10786)	8/2/2003 5:03:37 PM
From: Donald Wennerstrom	Read Replies (1) of 95472

This is the weekly update of earnings estimates for the Group. Several small pluses and minuses this week, but the "big movers" are KLAC and DPMI. Both are positive which gives a nice move to the bottom line - both are the result of "roll overs" from one FY to the next. - DATA FROM FIRST CALL - 7/24/03 7/31/03 - EARNINGS EST EARNINGS EST EARNINGS CHG SYMBOL CURR YR NEXT YR CURR YR NEXT YR CURR YR NEXT YR AMAT 0.13 0.46 0.13 0.46 ASML -0.30 0.38 -0.35 0.38 -0.05 ASYT -1.01 0.51 -1.00 0.55 0.01 0.04 ATMI 0.01 0.61 -0.02 0.59 -0.03 -0.02 BRKS -1.65 0.24 -1.56 0.24 0.09 CMOS -1.41 -0.43 -1.41 -0.43 COHU -0.08 0.52 0.06 0.62 0.14 0.10 CYMI -0.31 0.96 -0.31 0.96 DPMI -2.61 -0.68 -1.80 0.70 0.81 1.38 EGLS -2.47 -1.26 -2.17 -1.49 0.30 -0.23 FSII -1.41 -0.10 -1.41 -0.10 HELX -0.09 0.42 -0.09 0.42 KLAC 0.66 1.05 1.05 1.78 0.39 0.73 KLIC -1.11 0.06 -1.08 0.16 0.03 0.10 LRCX 0.35 1.07 0.37 0.87 0.02 -0.20 LTXX -0.91 -0.42 -0.91 -0.42 MTSN -0.57 -0.01 -0.57 -0.01 NVLS 0.18 0.68 0.18 0.68 PHTN -0.96 0.52 -0.96 0.52 PLAB -0.31 0.65 -0.31 0.65 SMTL -0.30 0.20 -0.33 0.17 -0.03 -0.03 TER -0.60 0.47 -0.60 0.47 UTEK -0.01 0.50 0.14 0.67 0.15 0.17 VECO 0.25 0.72 0.20 0.68 -0.05 -0.04 WFR 0.45 0.65 0.48 0.66 0.03 0.01 TOTAL -14.08 7.77 -12.27 9.78 1.81 2.01

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