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

To: Return to Sender who wrote (10786)	8/2/2003 5:03:37 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95471

This is the weekly update of earnings estimates for the Group. Several small pluses and minuses this week, but the "big movers" are KLAC and DPMI. Both are positive which gives a nice move to the bottom line - both are the result of "roll overs" from one FY to the next. - DATA FROM FIRST CALL - 7/24/03 7/31/03 - 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 ASML -0.30 0.38 -0.35 0.38 -0.05 ASYT -1.01 0.51 -1.00 0.55 0.01 0.04 ATMI 0.01 0.61 -0.02 0.59 -0.03 -0.02 BRKS -1.65 0.24 -1.56 0.24 0.09 CMOS -1.41 -0.43 -1.41 -0.43 COHU -0.08 0.52 0.06 0.62 0.14 0.10 CYMI -0.31 0.96 -0.31 0.96 DPMI -2.61 -0.68 -1.80 0.70 0.81 1.38 EGLS -2.47 -1.26 -2.17 -1.49 0.30 -0.23 FSII -1.41 -0.10 -1.41 -0.10 HELX -0.09 0.42 -0.09 0.42 KLAC 0.66 1.05 1.05 1.78 0.39 0.73 KLIC -1.11 0.06 -1.08 0.16 0.03 0.10 LRCX 0.35 1.07 0.37 0.87 0.02 -0.20 LTXX -0.91 -0.42 -0.91 -0.42 MTSN -0.57 -0.01 -0.57 -0.01 NVLS 0.18 0.68 0.18 0.68 PHTN -0.96 0.52 -0.96 0.52 PLAB -0.31 0.65 -0.31 0.65 SMTL -0.30 0.20 -0.33 0.17 -0.03 -0.03 TER -0.60 0.47 -0.60 0.47 UTEK -0.01 0.50 0.14 0.67 0.15 0.17 VECO 0.25 0.72 0.20 0.68 -0.05 -0.04 WFR 0.45 0.65 0.48 0.66 0.03 0.01 TOTAL -14.08 7.77 -12.27 9.78 1.81 2.01

To: Return to Sender who wrote (10786)	8/2/2003 6:46:41 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 95471

RE: "...periods of low volatility are followed by high volatility and that periods of high volatility are followed by periods of low volatility." One can conclude from the above statement the once a period of "high" or "low" volatility occurs, all subsequet data would be alternating periods of "high" and "low" volatility. If "high" and "low" volatility were the only two states for the data, then the beginning and ending of a "period" would be defined by a move from one state to another and the above statement is just a corollary to the definition of "period."