Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Return to Sender who wrote (1882)	2/9/2002 4:37:43 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95748

The following tables updates the earnings estimates for the past week for the group. DATA FROM FIRST CALL 1/31/02 2/7//02 EARNINGS EST EARNINGS EST EARNINGS CHG SYMBOL CURR YR NEXT YR CURR YR NEXT YR CURR YR NEXT YR AMAT 0.20 1.35 0.21 1.34 0.01 -0.01 ASML -0.10 0.69 -0.10 0.69 0.00 0.00 ASYT -1.43 -0.75 -1.39 -0.67 0.04 0.08 ATMI -0.13 -0.25 -0.15 0.82 -0.02 1.07 BRKS -0.90 0.73 -0.96 0.74 -0.06 0.01 CMOS -1.07 -0.33 -1.07 -0.33 0.00 0.00 COHU -0.30 -0.11 0.11 0.68 0.41 0.79 CYMI 0.36 0.07 0.11 0.87 -0.25 0.80 DPMI -0.11 1.46 -0.11 1.46 0.00 0.00 EGLS -2.20 -1.04 -2.22 -1.04 -0.02 0.00 FSII -1.07 0.15 -1.07 0.15 0.00 0.00 HELX -0.26 -0.12 -0.26 -0.12 0.00 0.00 KLAC 1.00 1.30 1.01 1.31 0.01 0.01 KLIC -0.75 0.38 -0.88 0.38 -0.13 0.00 LRCX -0.07 0.40 -0.06 0.26 0.01 -0.14 LTXX -0.84 0.01 -0.84 0.01 0.00 0.00 MTSN -1.83 -0.12 -1.83 -0.12 0.00 0.00 NANO 0.14 0.12 0.14 0.11 0.00 -0.01 NVLS 0.00 1.07 0.01 1.12 0.01 0.05 PHTN -0.11 1.06 -0.07 1.06 0.04 0.00 PLAB 0.67 1.33 0.67 1.33 0.00 0.00 PRIA -0.74 0.41 -0.74 0.41 0.00 0.00 SFAM -1.69 -0.55 -1.69 -0.55 0.00 SMTL -0.46 0.20 -0.45 0.16 0.01 -0.04 TER -1.14 0.30 -1.14 0.29 0.00 -0.01 TGAL -0.41 -0.56 -0.15 UTEK 0.23 0.07 0.05 0.72 -0.18 0.65 VECO 1.32 0.73 1.32 0.73 0.00 0.00 WFR -2.75 -1.90 -2.75 -1.90 0.00 0.00 TOTAL -14.44 6.66 -14.71 9.91 -0.27 3.25 Not much change in "this years" estimates, but a nice increase in "next years" estimates. This trend should continue as those companies whose Fiscal year is the same as the calendar year(the majority of companies in the group) "roll over" from "next year" to "this year" as they report earnings.

To: Return to Sender who wrote (1882)	2/11/2002 4:49:47 PM
From: Crossy	Read Replies (1) \| Respond to of 95748

RtS, Transwitch TXCC announced big buyback of their convertibles. Those beasts are now traded at 60% to par (issued 100%) and TXCC set up a "modified Dutch auction" procedure. Check today's news. I like this a lot. ethernet switching chips will be used everywhere. This is not a carrier centric proposition. Enterprise networking addresses a market an order of magnitude as big as the carrier/ISP/xSP sector. Transwitch's chips will be in high demand once 10Gigabit-Ethernet finally kicks in.. rgrds CROSSY