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

To: Donald Wennerstrom who wrote (1748)	1/24/2002 7:18:24 PM
From: Donald Wennerstrom	Respond to of 95622

The following is the updated table for earnings from July 2000. This year and next year earnings are summed in the last column to show total earnings for the 2 years. The sum hit bottom last November and while there has been some improvement to date, the recovery is very mild. Earnings estimates for the 2 years remains solidly in the negative category for the group. FIRST CALL SUM EARNINGS EST TWO DATE CURR YR NEXT YR YEARS 7/27/00 41.37 60.79 102.16 8/10/00 41.68 62.27 103.95 8/17/00 42.06 63.08 105.14 8/24/00 42.07 63.35 105.42 9/14/00 41.53 62.22 103.75 9/21/00 41.49 62.32 103.81 9/28/00 41.50 62.34 103.84 10/5/00 41.40 62.33 103.73 10/12/00 40.78 62.00 102.78 10/19/00 42.20 60.75 102.95 10/26/00 42.24 58.84 101.08 11/2/00 43.00 57.53 100.53 11/9/00 43.05 55.69 98.74 11/23/00 44.03 54.32 98.35 11/30/00 43.91 56.44 100.35 12/7/00 43.38 56.01 99.39 12/14/00 43.55 55.32 98.87 12/21/00 42.90 53.22 96.12 1/4/01 42.18 50.92 93.10 1/16/01 41.42 47.56 88.98 1/25/01 38.25 47.18 85.43 2/8/01 37.07 45.89 82.96 2/15/01 35.98 46.58 82.56 2/22/01 34.62 45.86 80.48 3/1/01 32.53 45.29 77.82 3/8/01 30.97 43.50 74.47 3/22/01 29.44 41.77 71.21 3/29/01 25.39 35.15 60.54 4/5/01 22.65 31.69 54.34 4/19/01 21.37 29.48 50.85 4/26/01 21.11 28.99 50.10 5/10/01 15.17 25.14 40.31 5/17/01 14.29 23.98 38.27 5/24/01 13.70 23.43 37.13 5/31/01 13.29 23.50 36.79 6/7/01 12.92 22.76 35.68 6/20/01 12.48 21.57 34.05 6/28/01 10.72 20.14 30.86 7/12/01 9.44 18.75 28.19 7/19/01 8.48 17.38 25.86 8/2/01 3.65 15.32 18.97 8/16/01 0.31 11.30 11.61 8/23/01 -1.04 9.72 8.68 8/30/01 -0.78 9.30 8.52 9/13/01 -3.11 8.32 5.21 9/20/01 -3.18 8.12 4.94 9/27/01 -3.26 7.76 4.50 10/11/01 -5.41 2.63 -2.78 10/18/01 -6.93 0.57 -6.36 11/1/01 -8.04 -2.61 -10.65 11/8/01 -9.12 -2.00 -11.12 11/15/01-10.36 -1.08 -11.44 11/22/01 -9.77 2.98 -6.79 11/29/01-11.40 3.22 -8.18 12/06/01-11.70 3.44 -8.26 12/13/01-11.71 4.08 -7.63 12/20/01-11.91 3.76 -8.15 12/27/01-11.68 3.35 -8.33 1/10/02 -11.73 2.78 -8.95 1/17/02 -11.86 4.90 -6.96 1/24/02 -13.72 6.04 -7.68

To: Donald Wennerstrom who wrote (1748)	1/24/2002 8:10:15 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 95622

The following is the update for earnings estimates for the SOX compared to last week. DATA FROM FIRST CALL 1/17/02 1/24/02 EARNINGS EST EARNINGS EST EARNINGS CHG SYMBOL CURR YR NEXT YR CURR YR NEXT YR CURR YR NEXT YR ALTR 0.33 0.24 0.24 0.47 -0.09 0.23 AMAT 0.21 1.37 0.20 1.35 -0.01 -0.02 AMD -0.11 0.75 0.08 0.69 0.19 -0.06 INTC 0.67 1.00 0.68 1.00 0.01 0.00 KLAC 1.04 1.33 1.03 1.27 -0.01 -0.06 LLTC 0.59 0.81 0.59 0.80 0.00 -0.01 LSCC 0.48 0.30 0.48 0.30 0.00 0.00 LSI -0.56 -0.43 -0.42 0.49 0.14 0.92 MOT -0.32 0.04 0.02 0.42 0.34 0.38 MU -0.79 1.36 -0.78 1.40 0.01 0.04 NSM -0.99 0.28 -0.99 0.28 0.00 0.00 NVLS 1.35 0.15 0.00 1.07 -1.35 0.92 RMBS 0.17 0.25 0.17 0.25 0.00 0.00 TER -1.02 0.37 -1.14 0.30 -0.12 -0.07 TXN 0.08 0.04 0.08 0.04 0.00 0.00 XLNX 0.21 0.40 0.27 0.45 0.06 0.05 TOTAL 1.34 8.26 0.51 10.58 -0.83 2.32