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To: Jerry Olson who wrote (1804)	10/17/2002 5:19:41 PM
From: 2MAR$	Read Replies (1) \| Respond to of 1854

yah but the beauty of the thing was traders popped EBAY to over 59 at the first glance of the report and MSFT happiness.... manna from heaven ....bounced off 55's nicely too..

To: Jerry Olson who wrote (1804)	10/17/2002 6:18:56 PM
From: Frederick Langford	Read Replies (1) \| Respond to of 1854

17:08 ET EBAY eBay guides FY03 pro forma EPS lower (58.15 +0.17) -- Update -- More on the 2003 guidance: the $1.77-1.83 bln revenue guides includes PayPal and was identical to the guidance offered on Oct 2 when the PayPal acquisition closed. However, eBay said at that time that the PayPal acquisition would be slightly accretive to 2003 pro forma EPS. The current consensus estimates are $1.16 at First Call and $1.17 at Multex. Though it's not clear if all analysts included PayPal, to the extent that they did not, the consensus could be slightly higher. Even being generous and taking the $1.16 First Call number and assuming that all estimates included PayPal, eBay's guidance of $1.12-1.15 is taking numbers down a notch. EBAY -1.15 at 57.00 after hours

To: Jerry Olson who wrote (1804)	10/17/2002 7:26:20 PM
From: jtech	Respond to of 1854

North American Semiconductor Equipment Industry Posts September 2002 Book-to-Bill Ratio of 0.84 SAN JOSE, Calif., October 17, 2002 -- The North American-based manufacturers of semiconductor equipment posted $823 million in orders in September 2002 (three-month average basis) and a book-to-bill ratio of 0.84, according to the September 2002 Express Report published today by Semiconductor Equipment and Materials International (SEMI). A book-to-bill of 0.84 means that $84 worth of new orders were received for every $100 of product billed for the month. The three-month average of worldwide bookings in September 2002 was $823 million. The bookings figure is 19 percent below the revised August 2002 level of $1.02 billion yet 34 percent above the $614 million in orders posted in September 2001. The three-month average of worldwide billings in September 2002 was $985 million. The billings figure is one percent below the revised August 2002 level of $995 million and 2.5 percent above the September 2001 billings level of $961 million. "Announcements of lower bookings previously reported by semiconductor capital equipment manufacturers are now being reflected in the SEMI Express Report data," said Stanley Myers, president and CEO of SEMI. "As has been the case across the technology sector, the persistence of poor forward visibility continues to hamper the ability to forecast the timing of the next upcycle in capital spending." The SEMI book-to-bill is a ratio of three-month moving average bookings to three-month moving average billings for the North American semiconductor equipment industry. Billings and bookings figures are in millions of U.S. dollars. Billings (Three-month avg.) Bookings (Three-month avg.) Book-to-Bill April 2002 814.6 995.6 1.22 May 2002 869.6 1,105.2 1.27 June 2002 927.1 1171.3 1.26 July 2002 969.1 1181.9 1.22 August 2002 (final) 994.8 1,016.8 1.02 September 2002 (prelim.) 984.7 822.6 0.84 The data contained in this release was compiled by David Powell, Inc., an independent financial services firm, without audit, from data submitted directly by the participants. SEMI and David Powell, Inc. can assume no responsibility for the accuracy of the underlying data. The data are contained in a monthly Express Report published by SEMI that tracks billings and orders worldwide of North American-based manufacturers of equipment used to manufacture semiconductor devices, not billings and orders of the chips themselves. The October 2002 Express Report is scheduled for publication on November 21, 2002 (subject to change). Based in San Jose, Calif., SEMI is an international industry association serving more than 2,500 companies participating in the semiconductor and flat panel display equipment and materials markets. SEMI maintains offices in Austin, Beijing, Boston, Brussels, Hsinchu, Moscow, Seoul, Singapore, Tokyo and Washington, D.C. For more information, visit SEMI on the Internet at www.semi.org. INDUSTRY/IR CONTACT: Dan Tracy/SEMI Ph: 408.943.7987 E-mail: dtracy@semi.org MEDIA CONTACT: Michael Droeger/SEMI Ph: 408.943.6953 E-mail: mdroeger@semi.org # # #