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To: Return to Sender who wrote (656)	6/9/2001 5:45:19 PM
From: Donald Wennerstrom	Respond to of 95821

RtS, Well, the SOX-X came close to breaking 700 this past week - 697.04 high on Thursday, 6/7, and 697.03 high on Friday, 6/8, but the goal remained out of reach. Friday being a "down day" the index closed at 675.70. As you point out, the path of least resistance may be downward to 575 or below. Thanks for the articles - they were very informative. I have the feeling that all that money sitting on the sidelines waiting to be invested is becoming very impatient. Any good news at all gives a real boost to the market. On the other hand, there are many companies out there, like JNPR, that preannounced on Friday which kills all the enthusiasm. If the SOX-X continues to slide on Monday, and the 697.04 high remains the high for this cycle, that points to a downward trend from the cycle high set on 5/22 at 710.78. A lot probably depends on how many "downward" surprises there are left out there for this season of earnings preannouncements over the next couple of weeks. Don

To: Return to Sender who wrote (656)	6/9/2001 6:01:34 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95821

Here is an update on First Call earnings for the group for the past 2 weeks. The trend is still down, both for "this year" and "next year" by 5.4 percent and 2.7 percent respectively. DATA FROM FIRST CALL 5/24/01 6/7/01 EARNINGS EST EARNINGS EST EARNINGS CHG SYMBOL CURR YR NEXT YR CURR YR NEXT YR CURR YR NEXT YR AMAT 1.07 1.12 1.06 1.12 -0.01 0.00 ASML 0.50 0.99 0.35 0.78 -0.15 -0.21 ASYT -0.50 0.76 -0.54 0.76 -0.04 0.00 ATMI 0.77 1.52 0.52 1.04 -0.25 -0.48 BRKS 1.36 1.47 1.36 1.47 0.00 0.00 CMOS -0.50 -0.03 -0.50 -0.03 0.00 0.00 COHU 0.35 1.00 0.35 1.00 0.00 0.00 CYMI 0.47 1.20 0.47 1.20 0.00 0.00 DPMI 2.30 2.47 2.30 2.47 0.00 0.00 EGLS -0.87 0.17 -0.87 0.17 0.00 0.00 FSII 0.50 0.45 0.50 0.45 0.00 0.00 HELX 0.52 0.98 0.52 0.98 0.00 0.00 IMSC 0.67 1.00 0.67 1.00 0.00 0.00 KLAC 1.85 1.02 1.85 1.02 0.00 0.00 KLIC -0.34 0.30 -0.34 0.30 0.00 0.00 LRCX 1.53 0.48 1.53 0.48 0.00 0.00 LTXX 0.74 0.31 0.74 0.31 0.00 0.00 MTSN 0.16 0.88 -0.04 0.95 -0.20 0.07 NANO 0.52 0.83 0.52 0.83 0.00 0.00 NVLS 1.49 1.74 1.47 1.66 -0.02 -0.08 PHTN 0.23 0.51 0.23 0.51 0.00 0.00 PLAB 1.18 1.60 1.18 1.60 0.00 0.00 PRIA -0.47 0.76 -0.47 0.76 0.00 0.00 SFAM -1.33 -1.44 -1.43 -1.40 -0.10 0.04 SMTL 0.82 0.83 0.82 0.83 0.00 0.00 TER 0.41 1.19 0.41 1.19 0.00 0.00 TGAL -0.24 -0.24 0.00 UTEK 0.87 1.19 0.87 1.19 0.00 0.00 VECO 1.86 2.63 1.85 2.62 -0.01 -0.01 WFR -1.55 -1.50 -1.55 -1.50 0.00 0.00 TOTAL 14.37 24.43 13.59 23.76 -0.78 -0.67 PCT INC/DEC -5.43 -2.74