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

To: Donald Wennerstrom who wrote (3586)	6/21/2002 5:35:57 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95546

This is the same data sorted by PEG. 6/14/02 6/21/02 FST CALL NEXT FST CALL CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG MU 22.30 18.79 -16 1.67 11 20 0.56 LSCC 8.68 7.90 -9 0.42 19 25 0.75 NVLS* 35.97 32.23 -10 1.54 21 25 0.84 LSI 9.32 8.41 -10 0.46 18 20 0.91 BRCM 19.56 19.02 -3 0.52 37 40 0.91 XLNX 28.40 23.72 -16 0.95 25 25 1.00 ALTR 16.62 13.96 -16 0.49 28 28 1.02 NSM 30.45 28.25 -7 1.51 19 18 1.04 AMAT* 19.83 18.76 -5 0.76 25 22 1.15 INTC 21.28 18.73 -12 0.89 21 18 1.17 KLAC* 48.45 44.04 -9 1.43 31 25 1.23 LLTC 33.75 29.08 -14 0.85 34 25 1.37 MXIM 43.12 36.67 -15 1.05 35 25 1.40 TXN 25.40 22.93 -10 0.81 28 20 1.42 TER* 25.86 24.03 -7 0.56 43 20 2.11 MOT 15.60 14.91 -4 0.44 34 15 2.26 AMD 9.60 8.04 -16 0.01 804 15 53.60 TOTALS 414.19 369.47 -11 14.36 26 SOX-X 426.00 380.01 -11 COMPQX1504.74 1440.93 -4 *In Semi-Equip Group

To: Donald Wennerstrom who wrote (3586)	6/21/2002 10:36:58 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95546

Don, thanks so much for posting these tables. MU's earnings estimates will no doubt be coming down soon. From Briefing.com: Micron (MU) 18.79 +0.39: UBS Warburg cut MU to HOLD from Buy based on the belief that the slower growth outlook for PC demand has effectively delayed the acceleration in DRAM demand, and that the projected increase in supply will likely match the projected increase in demand in 2002 or early 2003; cut FY02 est to ($0.38) from ($0.16) and FY03 to $0.41 from $1.51 (both well below consensus) based on lowered DRAM price assumptions in 2002-03; cut price target to $17 from $45. I wonder how many other stocks in the SOX will have estimates cut soon besides MU? These weekly losses are really adding up but there still is no sense of real panic. RtS