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

To: Donald Wennerstrom who wrote (2085)	2/21/2002 7:50:49 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95743

This is the update for the SOX. This is the last day that RMBS will be a part of the SOX index. At the beginning of the day tomorrow, RMBS will be gone and replaced by BRCM and MXIM. The index continues to "inch up". DATA FROM FIRST CALL 2/14/02 2/21/02 EARNINGS EST EARNINGS EST EARNINGS CHG SYMBOL CURR YR NEXT YR CURR YR NEXT YR CURR YR NEXT YR ALTR 0.24 0.47 0.24 0.47 0.00 0.00 AMAT 0.21 1.34 0.27 1.35 0.06 0.01 AMD 0.08 0.69 0.08 0.69 0.00 0.00 INTC 0.68 1.00 0.68 1.01 0.00 0.01 KLAC 1.00 1.31 1.00 1.29 0.00 -0.02 LLTC 0.59 0.80 0.59 0.80 0.00 0.00 LSCC 0.27 0.52 0.26 0.51 -0.01 -0.01 LSI -0.24 0.49 -0.24 0.49 0.00 0.00 MOT 0.01 0.39 0.01 0.39 0.00 0.00 MU -0.48 1.93 -0.40 1.95 0.08 0.02 NSM -0.98 0.28 -0.98 0.28 0.00 0.00 NVLS 0.01 1.12 0.01 1.12 0.00 0.00 RMBS 0.17 0.25 0.19 0.25 0.02 0.00 TER -1.14 0.29 -1.14 0.29 0.00 0.00 TXN 0.20 0.71 0.20 0.71 0.00 0.00 XLNX 0.27 0.44 0.27 0.45 0.00 0.01 TOTAL 0.89 12.03 1.04 12.05 0.15 0.02