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

To: robwin who wrote (542)	5/10/2001 11:37:42 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95944

The earnings reductions for the semi-equips are starting to accelerate. The following is the last 2 week period. DATA FROM FIRST CALL 4/26/01 5/3/01 EARNINGS EST EARNINGS EST EARNINGS CHG SYMBOL CURR YR NEXT YR CURR YR NEXT YR CURR YR NEXT YR AMAT 1.47 1.73 1.45 1.68 -0.02 -0.05 ASML 0.54 1.00 0.52 1.00 -0.02 0.00 ASYT 1.68 0.46 -0.43 0.79 -2.11 0.33 ATMI 1.06 1.67 0.77 1.52 -0.29 -0.15 BRKS 1.29 1.34 1.37 1.46 0.08 0.12 CMOS 0.18 0.97 -0.20 0.39 -0.38 -0.58 COHU 0.52 1.20 0.35 1.00 -0.17 -0.20 CYMI 0.91 1.71 0.58 1.40 -0.33 -0.31 DPMI 2.35 2.70 2.30 2.51 -0.05 -0.19 EGLS -0.27 0.41 -0.87 0.17 -0.60 -0.24 FSII 0.50 0.45 0.50 0.45 0.00 0.00 HELX 0.88 1.69 0.70 1.13 -0.18 -0.56 IMSC 0.84 1.12 0.70 1.05 -0.14 -0.07 KLAC 1.81 1.04 1.85 1.02 0.04 -0.02 KLIC 0.12 0.58 -0.33 0.30 -0.45 -0.28 LRCX 1.53 0.48 1.53 0.49 0.00 0.01 LTXX 0.84 0.79 0.84 0.79 0.00 0.00 MTSN 0.59 0.91 0.28 0.75 -0.31 -0.16 NANO 0.27 0.60 0.52 0.83 0.25 0.23 NVLS 1.61 1.95 1.48 1.72 -0.13 -0.23 PHTN 0.32 0.51 0.23 0.51 -0.09 0.00 PLAB 1.41 1.84 1.39 1.81 -0.02 -0.03 PRIA -0.58 0.61 -0.47 0.76 0.11 0.15 SFAM -1.33 -1.44 -1.33 -1.44 0.00 0.00 SMTL 0.92 1.09 0.82 0.83 -0.10 -0.26 SVGI 0.20 0.25 0.30 -0.05 0.10 -0.30 TER 0.94 1.83 0.42 1.19 -0.52 -0.64 TGAL -0.28 -0.24 -0.28 -0.24 0.00 0.00 UTEK 1.17 1.50 0.87 1.19 -0.30 -0.31 VECO 2.24 3.11 1.86 2.63 -0.38 -0.48 WFR -1.58 -1.50 -1.55 -1.50 0.03 0.00 TOTAL 22.15 30.36 16.17 26.14 -5.98 -4.22 PCT INC/DEC -27.00 -13.90