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Higher Forecast for Network Associates

Company: DuPont Photomasks (DPMI)

Year ending: Jun-02

Prior estimate: d0.14

New estimate: d0.06

Rationale: Improving industry conditions

Company: Network Associates (NET)

Year ending: Dec-02

Prior estimate: 0.45

New estimate: 0.50

Rationale: Better than expected outlook

Company: PerkinElmer (PKI)

Year ending: Dec-02

Prior estimate: 1.07

New estimate: 0.75

Rationale: See weak optoelectronics market

Company: Phillips Petroleum (P)

Year ending: Dec-02

Prior estimate: 3.87

New estimate: 3.29

Rationale: Company guidance

The Aging of Abercrombie & Fitch

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