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Higher Forecast for Delphi Automotive

Company: Cree Inc. (CREE)

Year ending: Jun-02

Prior estimate: 0.09

New estimate: Nil

Rationale: Delays in production of new products

Company: Cymer Inc. (CYMI)

Year ending: Dec-02

Prior estimate: 0.46

New estimate: 0.57

Rationale: Company guidance

Company: Delphi Automotive (DPH)

Year ending: Dec-02

Prior estimate: 0.46

New estimate: 0.67

Rationale: Better demand for GM vehicles

Company: Novell Inc. (NOVL)

Year ending: Oct-02

Prior estimate: 0.08

New estimate: 0.13

Rationale: Better than expected results

Company: Technitrol (TNL)

Year ending: Dec-02

Prior estimate: 0.40

New estimate: 0.15

Rationale: Reflects company's guidance

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