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

To: Donald Wennerstrom who wrote (10709)	7/24/2003 6:59:10 PM
From: Donald Wennerstrom	Respond to of 95484

This is the same earnings estimate upgrade for the SOX. Here, LLTC estimates "rolled over" from one year to the next. Many other stocks had smaller changes. Not too much change at the bottom line. - DATA FROM FIRST CALL - 7/17/03 7/24/03 - EARNINGS EST EARNINGS EST EARNINGS CHG SYMBOL CURR YR NEXT YR CURR YR NEXT YR CURR YR NEXT YR ALTR 0.37 0.45 0.39 0.48 0.02 0.03 AMAT 0.13 0.46 0.13 0.46 AMD -1.50 -0.22 -1.43 -0.26 0.07 -0.04 BRCM 0.39 0.61 0.41 0.66 0.02 0.05 INTC 0.68 0.90 0.69 0.90 0.01 KLAC 0.66 1.05 0.66 1.05 LLTC 0.73 0.89 0.90 1.07 0.17 0.18 LSI -0.21 0.17 -0.21 0.17 MOT 0.17 0.40 0.17 0.39 -0.01 MU -2.05 -0.53 -2.02 -0.47 0.03 0.06 MXIM 0.91 1.12 0.91 1.12 NSM 0.72 1.11 0.72 1.11 NVLS 0.26 0.82 0.18 0.68 -0.08 -0.14 STM 0.55 0.94 0.55 0.93 -0.01 TER -0.57 0.49 -0.60 0.47 -0.03 -0.02 TSM 0.27 0.46 0.27 0.46 TXN 0.35 0.68 0.33 0.63 -0.02 -0.05 XLNX 0.68 0.93 0.65 0.87 -0.03 -0.06 TOTAL 2.54 10.73 2.70 10.72 0.16 -0.01

To: Donald Wennerstrom who wrote (10709)	7/24/2003 7:00:28 PM
From: Kirk ©	Read Replies (2) \| Respond to of 95484

- DATA FROM FIRST CALL - 7/17/03 7/24/03 - EARNINGS EST EARNINGS EST EARNINGS CHG SYMBOL CURR YR NEXT YR CURR YR NEXT YR CURR YR NEXT YR AMAT 0.13 0.46 0.13 0.46 LRCX 0.10 0.35 0.35 1.07 0.25 0.72 LRCX should have a PEG of $21.57 / 1.07 / 20 = 1.08 if your numbers are correct. I just took some profits today (sold 7.5% of my personal position) at $21.83 as it seems to have come very far very fast (over 100% YTD at that level) and I like to pull some as it goes up. Kirk