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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Donald Wennerstrom who wrote (113)	11/9/2000 9:38:30 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95891

The following tables is an update of First Call earnings estimate for this week compared to last week. At least 2 items of note. GSNX has a void for "next yrs" earnings compared to last week - impact of -1.78 for next yrs earnings. KLIC took a big hit - "next yr" earnings reduced by 1.31. Several other positive and negative changes listed. DATA FROM FIRST CALL 11/02/00 11/09/00 EARNINGS EST EARNINGS EST EARNINGS CHG SYMBOL CURR YR NEXT YR CURR YR NEXT YR CURR YR NEXT YR AMAT 2.39 3.54 2.39 3.48 0.00 -0.06 ASML 0.75 1.23 0.75 1.23 0.00 0.00 ASYT 2.09 2.44 2.09 2.44 0.00 0.00 ATMI 1.35 1.80 1.35 1.78 0.00 -0.02 BRKS 1.64 2.62 1.64 2.62 0.00 0.00 CFMT 0.00 0.00 CMOS 2.87 3.82 2.87 3.60 0.00 -0.22 COHU 1.81 1.70 1.81 1.70 0.00 0.00 CYMI 2.00 2.99 2.00 2.99 0.00 0.00 DPMI 2.92 4.54 2.92 4.54 0.00 0.00 EGLS 2.02 1.74 2.02 1.74 0.00 0.00 FSII 1.28 1.27 -0.01 0.00 GSNX 1.19 1.78 1.66 0.47 -1.78 HELX 1.98 2.85 1.97 2.81 -0.01 -0.04 IMSC 0.99 1.27 0.99 1.27 0.00 0.00 KLAC 2.29 2.66 2.28 2.56 -0.01 -0.10 KLIC 1.92 2.34 1.89 1.03 -0.03 -1.31 LRCX 2.14 2.39 2.13 2.21 -0.01 -0.18 LTXX 1.60 2.06 1.60 2.06 0.00 0.00 MTSN 1.32 1.55 1.32 1.55 0.00 0.00 NANO 1.18 1.64 1.18 1.64 0.00 0.00 NVLS 2.33 3.16 2.33 3.11 0.00 -0.05 PHTN 1.53 1.54 0.01 0.00 PLAB 0.85 1.50 0.85 1.50 0.00 0.00 PRIA 0.66 1.33 0.66 1.33 0.00 0.00 SFAM -0.20 0.66 -0.20 0.66 0.00 0.00 SMTL 1.18 1.43 1.23 1.65 0.05 0.22 SVGI 1.94 2.44 2.00 2.44 0.06 0.00 TER 2.87 2.95 2.87 2.95 0.00 0.00 TGAL -0.06 0.57 -0.01 0.49 0.05 -0.08 UTEK 0.20 1.10 0.20 1.10 0.00 0.00 VECO 0.84 2.41 0.85 2.41 0.01 0.00 WFR -0.75 0.51 -0.75 0.51 0.00 0.00 TOTAL 47.12 63.02 47.70 59.40 0.58 -3.62 PCT INC/DEC 1.23 -5.74