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

To: Donald Wennerstrom who wrote (29753)	3/30/2006 1:14:46 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 95639

We are getting close to the first calendar quarterly reporting period. Out of the 23 stocks in the Group, 17 report on calendar quarters. Previous posts have reported on the results for the past several quarters. The table below reports on the consensus analyst estimates for the 4 calendar quarters in 06. Notice, that in general, the estimates for each quarter have an upward "slope". This of course is at odds with the predicted slowdown in 2H06. Some resolution of these estimates, either up, down, or stay the same will take place as a result of the reporting period starting next month. Since we are presently in the "quiet period", there has been very little movement on a week to week basis lately. Looking at the bottom line, the estimates trend upward for all 4 quarters, and sum up to 18.51. These quarterly estimates, and sum for 06, can be compared to the actuals for 05 shown on the bottom line. If the estimates for 06 hold up, this would be a substantial increase(77 percent) compared to the actual results for 05. Also, remember from previous posts, estimates are usually exceeded by a substantial amount as earnings are reported. This means that actuals for 06 could be nearly double the actuals for 05. In any event, watching the quarterly estimates change as we go through the next several weeks of the reporting on 1st quarter results should give further insight on future stocks prices. - QUARTERLY ESTIMATES - MAR JUN SEP DEC SYMBOL 06 06 06 06 SUM ASML 0.19 0.26 0.28 0.30 1.03 ASYT 0.11 0.13 0.14 0.15 0.53 ATMI 0.21 0.24 0.27 0.30 1.02 BRKS 0.14 0.21 0.25 0.23 0.83 COHU -0.07 -0.05 -0.01 0.01 -0.12 CYMI 0.42 0.48 0.56 0.62 2.08 KLAC 0.56 0.65 0.67 0.69 2.57 KLIC 0.22 0.20 0.26 0.30 0.98 LRCX 0.62 0.72 0.72 0.64 2.70 MTSN 0.09 0.16 0.19 0.17 0.61 NVLS 0.21 0.28 0.34 0.35 1.18 PHTN 0.08 0.19 0.21 0.28 0.76 SMTL 0.14 0.17 0.18 0.21 0.70 TER 0.20 0.21 0.22 0.21 0.84 UTEK -0.01 0.06 0.12 0.19 0.36 VECO 0.06 0.14 0.25 0.39 0.84 WFR 0.35 0.38 0.42 0.45 1.60 TOTAL 3.52 4.43 5.07 5.49 18.51 MAR 05 JUN 05 SEP 05 DEC 05 ACTUAL 1.46 2.13 2.58 4.28 10.45