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

To: Return to Sender who wrote (5468)	9/19/2002 7:02:53 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 95420

Yes, what a difference a good report makes(QCOM). As I look at NASDAQ AH most active, QCOM is up over 8 percent. It may be enough to "kick start" a rally tomorrow. Also in after hours, KLAC is up 1.1 percent and AMAT is up 1 percent. The following is an update of the last 2 weeks of earnings estimate changes for the Group. The analysts have been in "high gear" cutting estimates - they have been very busy! In the next post I will show the trend over the past months. DATA FROM FIRST CALL 9/5/02 9/19/02 EARNINGS EST EARNINGS EST EARNINGS CHG SYMBOL CURR YR NEXT YR CURR YR NEXT YR CURR YR NEXT YR AMAT 0.19 0.49 0.19 0.47 0.00 -0.02 ASML -0.16 0.49 -0.19 0.29 -0.03 -0.20 ASYT -0.20 0.89 -0.28 0.69 -0.08 -0.20 ATMI -0.06 0.83 -0.07 0.76 -0.01 -0.07 BRKS -1.50 0.24 -1.50 0.22 0.00 -0.02 CMOS -1.25 -0.54 -1.25 -0.54 0.00 0.00 COHU 0.02 0.61 0.02 0.48 0.00 -0.13 CYMI 0.73 1.50 0.71 1.26 -0.02 -0.24 DPMI 0.21 0.68 0.21 0.68 0.00 0.00 EGLS -2.89 -1.77 -2.88 -1.81 0.01 -0.04 FSII -1.05 -0.26 -1.05 -0.59 0.00 -0.33 HELX -0.32 0.30 -0.32 0.30 0.00 0.00 KLAC 1.16 1.83 1.11 1.83 -0.05 0.00 KLIC -1.38 -0.54 -1.38 -0.55 0.00 -0.01 LRCX 0.25 0.66 0.24 0.66 -0.01 0.00 LTXX -0.70 -0.29 -0.72 -0.29 -0.02 0.00 MTSN -2.19 -0.88 -2.19 -0.88 0.00 0.00 NANO -0.51 -0.06 -0.51 -0.06 0.00 0.00 NVLS 0.24 0.74 0.24 0.70 0.00 -0.04 PHTN -0.26 1.05 -0.25 1.05 0.01 0.00 PLAB 0.13 0.30 0.13 0.30 0.00 0.00 SFAM -0.70 0.22 -0.75 0.22 -0.05 0.00 SMTL -0.46 0.17 -0.46 0.17 0.00 0.00 TER -1.17 -0.04 -1.17 -0.08 0.00 -0.04 TGAL UTEK -0.25 0.42 -0.25 0.35 0.00 -0.07 VECO 0.11 0.71 0.11 0.66 0.00 -0.05 WFR -0.20 0.45 -0.20 0.45 0.00 0.00 TOTAL -12.21 8.20 -12.46 6.74 -0.25 -1.46