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

To: Return to Sender who wrote (5384)	9/14/2002 4:27:49 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95383

Keep up the "good news" RtS - we need all we can get!<g> The projected earnings picture for the semi and semi-equip stocks continues to "drift downward". The following table shows the change for the SOX since last week. The big loser this week was NSM as you can see. AMD, INTC, LLTC, MXIM, and NVLS also were hit with downward estimates. No stocks had an upward revision. In general, this has been going on since the April/May timeframe - downward drifting estimates. DATA FROM FIRST CALL 9/5/02 9/12/02 EARNINGS EST EARNINGS EST EARNINGS CHG SYMBOL CURR YR NEXT YR CURR YR NEXT YR CURR YR NEXT YR ALTR 0.23 0.40 0.23 0.40 0.00 0.00 AMAT 0.19 0.49 0.19 0.49 0.00 0.00 AMD -1.43 -0.58 -1.43 -0.63 0.00 -0.05 BRCM -0.16 0.29 -0.16 0.29 0.00 0.00 INTC 0.54 0.77 0.53 0.75 -0.01 -0.02 KLAC 1.16 1.83 1.16 1.83 0.00 0.00 LLTC 0.77 1.01 0.76 0.98 -0.01 -0.03 LSCC 0.21 0.33 0.21 0.33 0.00 0.00 LSI -0.17 0.42 -0.17 0.42 0.00 0.00 MOT 0.12 0.46 0.12 0.46 0.00 0.00 MU -0.72 0.39 -0.72 0.39 0.00 0.00 MXIM 1.00 1.35 0.98 1.31 -0.02 -0.04 NSM 0.34 0.94 0.01 0.55 -0.33 -0.39 NVLS 0.24 0.74 0.24 0.72 0.00 -0.02 TER -1.17 -0.04 -1.17 -0.04 0.00 0.00 TXN 0.29 0.76 0.29 0.76 0.00 0.00 XLNX 0.48 0.75 0.48 0.75 0.00 0.00 TOTAL 1.92 10.31 1.55 9.76 -0.37 -0.55