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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Alice who wrote (15175)	1/30/1998 3:43:00 PM
From: Teri Skogerboe	Respond to of 70976

Alice, Thanks! That's a good site. First Calls on AMAT, BRKS, KLAC, NVLS -- FIRST CALL EARNINGS ESTIMATES AMAT Applied Materials, Inc. 01/26/98 Industry: Semiconductr SIC: 3559 Latest Price: $30.25 1998 P/E: 15.4 Analyst Recommendation: 2.0 QTR QTR FY FY Jan 98 Apr 98 Oct 98 Oct 99 --- --- -- -- CURRENT MEAN EPS 0.50 0.50 1.96 2.40 Number of Brokers 23 22 23 16 Median 0.51 0.50 1.90 2.43 Standard Deviation 0.02 0.03 0.15 0.19 Current High 0.52 0.55 2.20 2.80 Current Low 0.42 0.42 1.69 2.12 Year Ago EPS 0.24A 0.27A 1.39A 1.96 Current vs. Year Ago Change 108% 85% 41% 22% Report Date wk/Feb 11 wk/May 13 wk/Nov 20 - EARNINGS ESTIMATE REVISION MOMENTUM Up Revisions last 7 days 0 0 0 0 Up Revisions last 30 days 0 0 0 0 Down Revisions last 7 days 0 0 0 0 Down Revisions last 30 days 1 2 2 0 EARNINGS ESTIMATES CONSENSUS TRENDS Current Mean 0.50 0.50 1.96 2.40 7-days ago Mean 0.50 0.50 1.96 2.40 30-days ago Mean 0.50 0.50 1.98 2.44 60-days ago Mean 0.51 0.53 2.15 2.56 90-days ago Mean 0.25 0.51 2.15 1.36 COMPARATIVE ESTIMATES AND TRENDS Industry - Semiconduct 30.79 29.08 123.21 151.28 Current vs. Year Ago Change 7% -8% 2% 23% Sector - TECHNOLOGY 10.70 8.94 40.76 51.48 Current vs. Year Ago Change 13% 7% 16% 26% WSJ/DJ US Index 11.28 10.68 46.30 53.88 Current vs. Year Ago Change 10% 7% 10% 16% Ratios Relative To: Company Industry Sector WSJ/DJ P/E on 1998 Cal Yr Mean 15.7 19.97 20.83 18.71 PEG on 1998 Cal Yr Mean 0.63 1.01 1.17 1.51 RECOMMENDATION AND GROWTH RATES RECOMMENDATIONS LONG TERM GROWTH RATES Current Mean 2.0 Next 5 yrs - Median 25% Number of Brokers 22 Number of Brokers 7 Industry Recommendation: 2.1 Industry Growth Rate: 20% 7-days ago Mean 2.0 Next 5 yrs - High 25% 30-days ago Mean 2.0 Next 5 yrs - Low 15% 60-days ago Mean 1.7 Last 5 Years 64% 90-days ago Mean 1.7 Diff. from Industry +0.1 Rel. to Industry 1.3 Diff. from Sector +0.0 Rel. to Sector 1.4 Diff. from WSJ/DJ US +0.2 Rel. to WSJ/DJ US 2.0 Transmitted: 01/27/98 09:22 (E_AMAT) ---- FIRST CALL EARNINGS ESTIMATES BRKS Brooks Automation Inc. 01/26/98 Industry: Semiconductr SIC: 3559 Latest Price: $14.75 1998 P/E: 134.1 Analyst Recommendation: 2.7 QTR QTR FY FY Mar 98 Jun 98 Sep 98 Sep 99 --- --- -- -- CURRENT MEAN EPS 0.00 0.03 0.11 1.02 Number of Brokers 6 5 6 5 Median -0.01 0.03 0.09 0.95 Standard Deviation 0.03 0.04 0.08 0.27 Current High 0.04 0.10 0.22 1.45 Current Low -0.03 0.00 0.03 0.75 Year Ago EPS -0.20A 0.03A 0.10A 0.11 Current vs. Year Ago Change 100% 0% 10% 827% Report Date wk/Apr 22 wk/Jul 24 wk/Nov 12 - EARNINGS ESTIMATE REVISION MOMENTUM Up Revisions last 7 days 0 0 0 0 Up Revisions last 30 days 0 0 0 0 Down Revisions last 7 days 5 5 6 4 Down Revisions last 30 days 5 5 6 4 EARNINGS ESTIMATES CONSENSUS TRENDS Current Mean 0.00 0.03 0.11 1.02 7-days ago Mean 0.18 0.19 0.73 1.48 30-days ago Mean 0.18 0.19 0.73 1.48 60-days ago Mean 0.24 0.30 1.13 1.85 90-days ago Mean 0.24 0.30 1.11 1.75 COMPARATIVE ESTIMATES AND TRENDS Industry - Semiconduct 29.08 30.35 123.21 151.28 Current vs. Year Ago Change -8% 0% 2% 23% Sector - TECHNOLOGY 8.94 10.46 40.76 51.48 Current vs. Year Ago Change 7% 13% 16% 26% WSJ/DJ US Index 10.68 11.93 46.30 53.88 Current vs. Year Ago Change 7% 11% 10% 16% Ratios Relative To: Company Industry Sector WSJ/DJ P/E on 1998 Cal Yr Mean 47.6 19.97 20.83 18.71 PEG on 1998 Cal Yr Mean 1.59 1.01 1.17 1.51 RECOMMENDATION AND GROWTH RATES RECOMMENDATIONS LONG TERM GROWTH RATES Current Mean 2.7 Next 5 yrs - Median 30% Number of Brokers 6 Number of Brokers 1 Industry Recommendation: 2.1 Industry Growth Rate: 20% 7-days ago Mean 2.2 Next 5 yrs - High 30% 30-days ago Mean 2.2 Next 5 yrs - Low 30% 60-days ago Mean 1.8 Last 5 Years -3% 90-days ago Mean 1.8 Diff. from Industry -0.6 Rel. to Industry 1.5 Diff. from Sector -0.7 Rel. to Sector 1.7 Diff. from WSJ/DJ US -0.5 Rel. to WSJ/DJ US 2.4 Transmitted: 01/27/98 10:50 (E_BRKS) ---- FIRST CALL EARNINGS ESTIMATES KLAC KLA-Tencor 01/26/98 Industry: Semiconductr SIC: 3827 Latest Price: $36.00 1998 P/E: 15.9 Analyst Recommendation: 2.2 QTR QTR FY FY Mar 98 Jun 98 Jun 98 Jun 99 --- --- -- -- CURRENT MEAN EPS 0.55 0.55 2.26 2.58 Number of Brokers 16 16 17 17 Median 0.55 0.54 2.25 2.45 Standard Deviation 0.03 0.04 0.07 0.22 Current High 0.60 0.63 2.39 3.10 Current Low 0.52 0.50 2.17 2.40 Year Ago EPS 0.44A 0.48A 1.78A 2.26 Current vs. Year Ago Change 25% 15% 27% 14% Report Date wk/Apr 15 wk/Jul 29 wk/Jul 29 - EARNINGS ESTIMATE REVISION MOMENTUM Up Revisions last 7 days 1 1 0 1 Up Revisions last 30 days 0 1 0 1 Down Revisions last 7 days 13 13 11 11 Down Revisions last 30 days 15 13 12 12 EARNINGS ESTIMATES CONSENSUS TRENDS Current Mean 0.55 0.55 2.26 2.58 7-days ago Mean 0.60 0.62 2.38 2.80 30-days ago Mean 0.61 0.63 2.39 2.81 60-days ago Mean 0.63 0.66 2.43 2.97 90-days ago Mean 0.63 0.66 2.45 3.03 COMPARATIVE ESTIMATES AND TRENDS Industry - Semiconduct 29.08 30.35 119.77 144.41 Current vs. Year Ago Change -8% 0% 8% 21% Sector - TECHNOLOGY 8.94 10.46 38.12 47.68 Current vs. Year Ago Change 7% 13% 11% 25% WSJ/DJ US Index 10.68 11.93 44.79 51.39 Current vs. Year Ago Change 7% 11% 10% 15% Ratios Relative To: Company Industry Sector WSJ/DJ P/E on 1998 Cal Yr Mean 15.8 19.97 20.83 18.71 PEG on 1998 Cal Yr Mean 0.63 1.01 1.17 1.51 RECOMMENDATION AND GROWTH RATES RECOMMENDATIONS LONG TERM GROWTH RATES Current Mean 2.2 Next 5 yrs - Median 25% Number of Brokers 17 Number of Brokers 5 Industry Recommendation: 2.1 Industry Growth Rate: 20% 7-days ago Mean 2.1 Next 5 yrs - High 30% 30-days ago Mean 2.1 Next 5 yrs - Low 18% 60-days ago Mean 2.1 Last 5 Years 58% 90-days ago Mean 2.1 Diff. from Industry -0.1 Rel. to Industry 1.3 Diff. from Sector -0.2 Rel. to Sector 1.4 Diff. from WSJ/DJ US 0.0 Rel. to WSJ/DJ US 2.0 Transmitted: 01/27/98 09:36 (E_KLAC) ---- FIRST CALL EARNINGS ESTIMATES NVLS Novellus Systems 01/26/98 Industry: Semiconductr SIC: 3559 Latest Price: $31.81 1998 P/E: 12.9 Analyst Recommendation: 2.4 QTR QTR FY FY Mar 98 Jun 98 Dec 98 Dec 99 --- --- -- -- CURRENT MEAN EPS 0.61 0.60 2.47 3.22 Number of Brokers 16 15 16 12 Median 0.63 0.60 2.45 3.25 Standard Deviation 0.04 0.05 0.17 0.17 Current High 0.66 0.68 2.81 3.53 Current Low 0.54 0.52 2.20 2.90 Year Ago EPS 0.46A 0.50A 2.17A 2.47 Current vs. Year Ago Change 33% 20% 14% 30% Report Date wk/Apr 14 wk/Jul 21 wk/Jan 20 - EARNINGS ESTIMATE REVISION MOMENTUM Up Revisions last 7 days 6 5 5 2 Up Revisions last 30 days 6 5 5 2 Down Revisions last 7 days 8 9 9 3 Down Revisions last 30 days 8 9 9 2 EARNINGS ESTIMATES CONSENSUS TRENDS Current Mean 0.61 0.60 2.47 3.22 7-days ago Mean 0.66 0.68 2.80 3.58 30-days ago Mean 0.66 0.69 2.83 3.55 60-days ago Mean 0.69 0.73 3.01 3.40 90-days ago Mean 0.69 0.74 3.05 3.63 COMPARATIVE ESTIMATES AND TRENDS Industry - Semiconduct 29.08 30.35 129.19 155.72 Current vs. Year Ago Change -8% 0% 6% 21% Sector - TECHNOLOGY 8.94 10.46 43.26 55.73 Current vs. Year Ago Change 7% 13% 19% 29% WSJ/DJ US Index 10.68 11.93 48.27 56.30 Current vs. Year Ago Change 7% 11% 12% 17% Ratios Relative To: Company Industry Sector WSJ/DJ P/E on 1998 Cal Yr Mean 12.9 19.97 20.83 18.71 PEG on 1998 Cal Yr Mean 0.52 1.01 1.17 1.51 RECOMMENDATION AND GROWTH RATES RECOMMENDATIONS LONG TERM GROWTH RATES Current Mean 2.4 Next 5 yrs - Median 25% Number of Brokers 16 Number of Brokers 4 Industry Recommendation: 2.1 Industry Growth Rate: 20% 7-days ago Mean 2.4 Next 5 yrs - High 30% 30-days ago Mean 2.4 Next 5 yrs - Low 25% 60-days ago Mean 2.1 Last 5 Years 66% 90-days ago Mean 2.1 Diff. from Industry -0.3 Rel. to Industry 1.3 Diff. from Sector -0.4 Rel. to Sector 1.4 Diff. from WSJ/DJ US -0.2 Rel. to WSJ/DJ US 2.0 Transmitted: 01/27/98 09:41 (E_NVLS) ----