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

To: michael97123 who wrote (17769)	8/7/2004 4:29:27 PM
From: Donald Wennerstrom	Respond to of 95640

Here is another table comparing 2 year earnings estimate changes from 1/16 to Friday's close vs stock price changes. At the bottom line, 2 year earnings estimates are up 235 percent while the stock prices are down 44 percent. - 1/16/04 8/6/04 - EARN EARN 1/16/04 8/6/04 - SUM SUM PCT CLOSE CLOSE PCT SYMBOL 2 YR 2 YR CHG PRICE PRICE CHG AMAT 1.47 2.04 39 24.41 16.33 -33 ASML 0.12 2.07 1625 21.76 13.22 -39 ASYT -0.45 0.55 18.59 4.42 -76 ATMI 0.27 1.87 593 28.37 19.60 -31 BRKS 1.29 2.16 67 25.95 12.60 -51 CMOS 0.57 1.72 202 15.96 7.61 -52 COHU 0.58 2.66 359 22.22 18.95 -15 CYMI 0.65 3.85 492 49.30 25.87 -48 DPMI -2.09 1.23 23.90 15.04 -37 EGLS -2.89 -0.38 5.60 2.66 -52 FSII 0.16 0.53 231 7.92 4.29 -46 HELX 0.37 2.35 535 24.93 14.49 -42 KLAC 2.79 4.87 75 62.10 38.38 -38 KLIC 2.23 2.51 13 15.20 6.98 -54 LRCX 1.44 4.02 179 34.24 21.40 -38 LTXX 0.49 0.89 82 19.12 6.87 -64 MTSN -0.05 1.59 14.26 7.78 -45 NVLS 1.05 2.91 177 42.44 24.90 -41 PHTN 1.95 2.68 37 43.91 22.70 -48 PLAB 1.65 1.82 10 20.87 13.61 -35 SMTL 0.93 1.17 26 12.52 7.25 -42 TER -0.05 3.10 30.30 15.26 -50 UTEK 0.96 0.91 32.99 11.82 -64 VECO 0.77 2.21 187 32.83 20.30 -38 WFR 1.11 1.93 74 11.00 8.73 -21 TOTAL 15.32 51.26 235 640.69 361.06 -44 SOX-X 557.15 386.88 -31 COMPQX 2140.46 1776.89 -17