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

To: Kirk © who wrote (10711)	7/24/2003 7:23:10 PM
From: Return to Sender	Respond to of 95487

Kirk, congrats on your well earned gains and thank you for letting us know you are taking some profits. Don, thanks for updating the earnings tables! RtS

To: Kirk © who wrote (10711)	7/24/2003 7:24:46 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95487

Yes this was a "step function" change in the evaluation. We will probably see several more of these in the next 2 to 3 weeks as companies whose FY year ends in June get reported on by First Call(and other rating services). The new number of 1.07 can change quite easily. The current year number of 0.35 is the consensus of 15 brokers. The new number of 1.07 is the consensus of 3 brokers. Any change in their estimate(s) or new estimates from additional brokers will obviously affect the consensus number. Don