Expectation crib sheet - Jan 24-25, 2008

Estimated Reporting Date	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
1/24	AMGN	3,541.9	1,355.2	0.97	--	3,536.6	-0.15%	1,525.7	1.09	--	14,568.6	5,993.7	4.26	6,819.4	14,487.0	5,960.3	4.37	6,892.3
1/24	AVT	4,559.5	207.5	0.85	--	4,351.6	-4.56%	206.6	0.85	218.6	17,656.5	796.2	3.29	859.2	18,984.8	878.2	3.65	947.7
1/24	BAC	18,865.9	--	0.96	--	19,408.0	2.87%	--	1.03	--	78,426.0	--	4.23	32,788.7	82,949.7	--	4.65	35,290.7
1/24	BRCM	1,019.6	176.2	0.32	201.8	998.2	-2.10%	159.4	0.29	173.8	3,769.0	627.2	1.15	702.6	4,375.3	774.4	1.35	850.6
1/24	CNXT	194.9	9.5	0.00	--	182.6	-6.30%	(2.4)	(0.02)	--	756.6	9.6	(0.02)	41.5	768.6	18.1	(0.01)	56.6
1/24	ELX	131.3	38.6	0.31	--	128.5	-2.15%	36.2	0.30	--	510.0	145.4	1.20	163.0	561.1	166.3	1.35	181.2
1/24	ESIO	78.0	6.5	0.26	7.9	77.8	-0.18%	9.4	0.29	13.6	255.1	23.6	0.93	39.7	317.2	38.1	1.14	46.0
1/24	EXTR	91.6	3.4	0.04	--	91.4	-0.14%	3.2	0.05	--	366.6	13.4	0.18	--	386.1	18.9	0.22	--
1/24	IDTI	204.1	46.0	0.25	86.0	199.1	-2.45%	42.5	0.23	89.2	806.7	173.3	0.95	340.1	865.8	210.2	0.99	539.6
1/24	JNPR	785.8	168.9	0.24	214.2	797.8	1.53%	170.6	0.24	221.0	2,812.8	582.5	0.85	708.0	3,416.8	781.3	1.11	968.2
1/24	KLAC	635.5	171.2	0.70	190.9	635.8	0.05%	170.2	0.70	183.3	2,604.7	711.3	2.91	779.1	2,678.5	717.1	3.30	859.9
1/24	KLIC	220.6	20.2	0.29	--	193.0	-12.52%	10.6	0.16	--	803.5	54.5	0.83	--	820.3	60.4	0.88	--
1/24	LRCX	678.5	199.3	1.28	208.4	684.6	0.90%	199.9	1.29	208.7	2,566.8	777.8	4.71	809.7	2,476.1	652.9	4.33	682.6
1/24	LSCC	53.4	(4.6)	(0.02)	--	55.3	3.51%	(2.1)	0.00	--	229.1	(12.4)	0.00	--	232.9	(1.9)	0.07	18.7
1/24	MCHP	250.6	80.0	0.35	106.4	253.3	1.09%	79.9	0.36	109.9	1,026.4	329.7	1.43	431.7	1,099.6	357.5	1.61	469.8
1/24	MSFT	15,947.7	6,000.6	0.46	6,544.1	14,428.7	-9.52%	5,706.8	0.44	6,207.9	59,356.5	23,597.3	1.81	25,529.1	65,451.2	26,425.6	2.05	27,892.2
1/24	MSTR	106.0	33.1	1.74	35.8	90.0	-15.09%	20.8	1.14	23.4	359.1	94.9	4.88	103.4	401.9	108.5	5.89	116.0
1/24	NOK	21,006.7	3,354.7	0.62	4,022.1	18,127.9	-13.70%	2,599.7	0.48	3,057.6	69,982.0	10,097.1	1.93	11,725.6	79,850.6	12,004.2	2.28	14,234.7
1/24	OPWV	64.0	(1.9)	(0.01)	0.9	65.0	1.61%	0.5	0.02	3.5	263.5	(2.6)	0.01	8.8	283.7	22.2	0.23	32.2
1/24	PMCS	124.1	27.7	0.09	--	125.5	1.09%	26.8	0.09	--	449.8	66.7	0.24	--	522.1	116.8	0.38	--
1/24	SYNA	99.4	21.4	0.58	24.0	86.8	-12.72%	16.8	0.47	16.0	360.4	72.3	2.06	73.0	437.0	102.0	2.97	80.0
1/24	TXCC	7.3	(2.6)	(0.04)	--	9.0	23.85%	(1.4)	(0.02)	--	32.7	(14.8)	(0.13)	--	49.2	0.6	0.00	--
1/24	VSEA	256.6	61.2	0.58	63.8	262.6	2.33%	64.4	0.61	67.3	1,065.7	268.5	2.55	276.7	1,158.5	346.2	3.35	373.6
1/24	WFR	544.1	249.0	0.96	270.0	555.1	2.01%	250.7	0.96	268.9	1,930.0	844.9	3.29	926.7	2,416.9	1,103.6	4.19	1,182.6
1/25	ADTN	115.8	25.6	0.26	29.4	127.6	10.24%	30.5	0.31	35.4	510.0	123.5	1.26	135.1	549.4	136.8	1.42	144.1
1/25	CCUR	17.5	(1.2)	(0.01)	(0.3)	18.8	7.40%	(0.1)	0.00	0.5	73.7	(0.2)	0.02	1.8	83.9	4.1	0.06	5.2
1/25	RYL	464.8	--	(0.32)	(45.6)	583.8	25.62%	--	0.01	28.3	2,381.3	(40.3)	(0.01)	97.8	2,341.6	126.7	1.76	175.9