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

To: Gottfried who wrote (5093)	8/25/2002 8:32:02 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 95572

Here is a cut at the earnings revision situation from a little different perspective. The data is compiled from Earnings.com. The data shown is compiled by "this year" and "next year" earnings revisions for the past month. It does show more dramatically how hard the analysts have been hitting the earnings estimates, particularly for "next year" 8/25/2002 Earnings Revisions(Last Month) This Fiscal Yr Next Fiscal Yr SYMBOL UP DN UP DN AMAT* 12 10 1 26 ASML 0 1 0 1 ASYT 0 1 0 1 ATMI 1 0 1 0 BRKS 9 2 0 10 CMOS 0 8 1 7 COHU 0 2 0 2 CYMI 1 5 0 3 DPMI 0 6 0 1 EGLS 0 0 0 1 FSII 0 0 0 0 HELX 0 0 0 0 KLAC* 1 20 0 3 KLIC 0 6 0 6 LRCX 2 12 0 1 LTXX 0 1 0 1 MTSN 1 2 0 2 NANO 0 5 0 5 NVLS* 2 16 1 14 PHTN 0 0 0 0 PLAB 2 8 2 7 SFAM 1 0 0 0 SMTL 0 0 0 0 TER* 0 1 0 1 TGAL 0 0 0 0 UTEK 0 0 0 0 VECO 4 7 0 10 WFR 1 0 1 0 37 113 7 102 * Component of 16 stock SOX-X Index