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

To: Donald Wennerstrom who wrote (10898)	8/8/2003 1:16:55 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95823

While we are waiting for the end of the day to get the weekly numbers, the following table is a "continuation" of the previous table posted yesterday showing the difference in 3 year estimates. The following table shows what the consensus estimates were 2 years ago versus those of today. - DATA FROM FIRST CALL - 8/2/01 8/7/03 - EARNINGS EST EARNINGS EST EARNINGS CHG SYMBOL CURR YR NEXT YR CURR YR NEXT YR CURR YR NEXT YR AMAT 1.05 1.09 0.13 0.46 -0.92 -0.63 ASML -0.05 0.25 -0.34 0.37 -0.29 0.12 ASYT -0.80 0.56 -1.02 0.44 -0.22 -0.12 ATMI 0.42 0.93 -0.02 0.59 -0.44 -0.34 BRKS 1.35 1.34 -1.56 0.24 -2.91 -1.10 CMOS -0.56 -0.26 -1.41 -0.43 -0.85 -0.17 COHU 0.35 1.00 0.06 0.62 -0.29 -0.38 CYMI 0.26 0.52 -0.31 0.96 -0.57 0.44 DPMI 0.76 2.27 -1.80 0.70 -2.56 -1.57 EGLS -1.40 -0.56 -2.01 -0.71 -0.61 -0.15 FSII 0.47 0.30 -1.41 -0.10 -1.88 -0.40 HELX -0.14 0.40 -0.09 0.43 0.05 0.03 KLAC 1.18 1.86 1.03 1.76 -0.15 -0.10 KLIC -0.35 -0.04 -1.09 0.20 -0.74 0.24 LRCX 0.37 0.81 0.37 0.88 0.00 0.07 LTXX 0.72 0.23 -0.91 -0.42 -1.63 -0.65 MTSN -0.23 0.38 -0.60 -0.06 -0.37 -0.44 NVLS 1.39 1.19 0.18 0.67 -1.21 -0.52 PHTN 0.08 0.41 -0.97 0.54 -1.05 0.13 PLAB 0.65 0.83 -0.31 0.64 -0.96 -0.19 SMTL 0.67 0.35 -0.33 0.17 -1.00 -0.18 TER -0.25 0.11 -0.60 0.47 -0.35 0.36 UTEK 0.51 0.61 0.14 0.65 -0.37 0.04 VECO 1.49 1.83 0.19 0.69 -1.30 -1.14 WFR -1.67 -1.60 0.48 0.66 2.15 2.26 TOTAL 6.27 14.81 -12.20 10.42 -18.47 -4.39