Earnings Estimates Cheat Sheet – Jan 29-30, 2008

Symbol	Revenue Estimate Current Q	Operating Profit Estimate Current Q	EPS Estimate Current Q	EBITDA Estimate Current Q	Revenue Estimate Next Q	Sequential Revenue Growth Estimate, Percent	Operating Profit Estimate Next Q	EPS Estimate Next Q	EBITDA Estimate Next Q	Revenue Estimate Full Year	Operating Profit Estimate Full Year	EPS Estimate Full Year	EBITDA Estimate Full Year	Revenue Estimate Next Year	Operating Profit Estimate Next Year	EPS Estimate Next Year	EBITDA Estimate Next Year
AMIS	154.6	24.5	0.17	--	152.0	-1.66%	22.0	0.16	--	616.7	86.2	0.65	155.5	650.0	102.8	0.77	179.0
ANEN	31.7	3.7	0.20	4.4	32.6	2.70%	3.9	0.23	5.0	132.9	15.5	0.90	23.1	147.8	20.1	1.10	23.9
BBOX	256.8	26.8	0.81	33.2	252.8	-1.52%	26.5	0.80	29.6	1,022.5	99.0	3.12	125.5	1,060.3	119.0	3.66	141.0
CYMI	139.0	30.0	0.69	36.2	140.6	1.10%	30.7	0.70	36.2	520.8	115.4	2.49	140.4	565.2	126.9	2.86	153.2
FDRY	166.1	45.1	0.23	--	164.0	-1.21%	41.1	0.21	--	604.1	140.4	0.75	--	699.3	181.8	0.91	--
FLEX	8,597.7	280.4	0.26	378.7	7,774.9	-9.57%	263.5	0.23	376.2	27,075.1	873.8	0.95	1,250.8	35,698.3	1,322.9	1.22	1,758.7
HIFN	11.7	0.4	0.06	--	12.5	7.25%	0.7	0.08	--	51.8	2.8	0.32	--	--	--	0.70	--
HLIT	83.6	11.8	0.15	--	79.3	-5.12%	10.5	0.14	--	307.4	35.4	0.48	62.1	351.1	51.1	0.65	--
HTCH	205.8	11.9	0.37	41.9	195.7	-4.87%	8.6	0.28	37.0	801.5	39.7	1.21	155.6	876.8	68.3	1.65	161.9
IFX	--	--	--	--	--	#VALUE!	--	--	--	10,727.0	--	(1.61)	1,083.0	12,903.0	--	0.06	2,838.0
IKAN	30.0	(1.1)	0.01	--	30.7	2.27%	(1.0)	0.01	--	107.7	(17.4)	(0.43)	--	131.7	0.5	0.18	--
INFA	109.3	23.1	0.22	--	101.3	-7.26%	18.7	0.16	--	386.7	68.5	0.72	78.0	444.1	91.2	0.74	97.0
NETL	32.0	7.1	0.33	--	33.6	5.02%	7.5	0.33	--	108.8	22.7	1.19	--	144.2	33.4	1.45	--
PXLW	26.5	(0.4)	(0.01)	--	24.9	-6.22%	(1.5)	(0.02)	--	105.5	(11.9)	(0.22)	--	111.3	(3.6)	(0.02)	--
SMI	407.5	(6.0)	(0.05)	--	406.6	-0.23%	(12.0)	(0.05)	--	1,562.2	--	(0.09)	708.2	1,764.2	36.0	0.01	766.8
WBSN	78.1	19.0	0.23	20.0	77.0	-1.49%	21.2	0.26	--	226.4	56.9	0.90	62.4	309.5	90.9	1.13	98.0
YHOO	1,406.5	174.5	0.11	375.4	1,360.7	-3.25%	170.7	0.11	333.3	5,120.0	692.2	0.43	1,336.3	5,884.6	837.9	0.52	1,656.6
CYMI	139.0	30.0	0.69	36.2	140.6	1.10%	30.7	0.70	36.2	520.8	115.4	2.49	140.4	565.2	126.9	2.86	153.2
UMC	861.2	95.4	0.04	--	830.6	-3.55%	70.8	0.04	--	3,285.8	263.0	0.20	1,382.0	3,729.0	446.0	0.19	1,739.0
ADPT	42.9	(5.2)	(0.00)	(5.9)	40.4	-5.92%	(4.6)	0.00	(6.0)	169.7	(30.4)	(0.08)	--	152.1	--	(0.05)	--
AMZN	5,372.4	286.9	0.48	396.2	3,924.9	-26.94%	199.1	0.35	298.3	14,518.9	671.6	1.12	1,079.7	18,245.8	958.4	1.63	1,468.6
AUO	4,765.9	1,095.9	1.23	--	4,151.4	-12.89%	503.8	0.54	--	14,778.6	1,978.2	2.14	4,535.0	18,765.2	3,478.2	3.46	5,749.0
CDNS	470.3	172.2	0.46	199.5	393.2	-16.40%	107.6	0.30	133.8	1,628.1	490.7	1.35	593.1	1,744.7	558.3	1.53	661.8
CRUS	49.0	3.5	0.08	6.9	46.9	-4.28%	2.9	0.06	7.1	184.0	12.6	0.27	23.5	216.4	23.1	0.42	38.3
ESLR	20.0	(6.2)	(0.04)	(3.7)	20.0	0.45%	(6.2)	(0.03)	(2.6)	67.7	(26.7)	(0.25)	(17.6)	103.7	(19.9)	(0.07)	(5.2)
MTSN	49.5	(2.0)	0.00	0.0	57.0	15.19%	1.1	0.05	--	264.4	21.8	0.42	19.0	280.2	26.6	0.58	35.0
NEWP	114.5	8.7	0.20	--	111.5	-2.64%	6.5	0.17	--	442.0	31.0	0.68	52.8	468.7	38.6	0.81	62.0
NVLS	361.4	53.1	0.36	73.6	356.0	-1.49%	50.1	0.34	75.8	1,568.0	258.8	1.64	328.6	1,481.9	229.0	1.55	297.3
SBUX	2,771.8	331.8	0.27	466.1	2,652.9	-4.29%	271.0	0.22	391.7	11,001.6	1,211.3	1.01	1,752.0	12,659.6	1,423.7	1.21	2,036.9
SLAB	95.6	20.8	0.38	--	90.0	-5.82%	17.4	0.34	--	332.6	58.3	1.24	--	393.5	85.6	1.63	--
SPIL	567.2	150.7	0.25	--	518.2	-8.65%	131.4	0.20	--	2,001.7	509.8	0.90	744.0	2,317.0	615.1	0.89	835.0