Earnings Estimate Cheat Sheet: July 23, 2008 - July 24, 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
7/23/2008	AEIS	83.4	5.1	0.10	8.1	85.3	2.35%	8.4	0.14	11.7	343.8	32.1	0.54	43.7	381.8	49.4	0.86	62.7
7/23/2008	AMZN	3,955.4	157.8	0.26	286.0	4,231.3	6.98%	171.4	0.28	295.7	19,599.7	881.6	1.50	1,348.2	24,318.5	1,223.6	2.10	1,754.3
7/23/2008	ARW	4,038.0	161.0	0.77	181.5	4,141.1	2.55%	153.6	0.72	174.0	16,504.9	666.7	3.15	730.1	17,232.3	717.7	3.42	788.4
7/23/2008	ATMI	92.3	14.3	0.32	21.2	99.5	7.82%	16.2	0.34	24.5	388.3	63.8	1.36	90.6	433.3	75.3	1.56	96.2
7/23/2008	BIDU	112.5	34.9	0.97	47.2	135.3	20.20%	42.7	1.22	57.2	470.7	149.1	4.15	195.1	748.6	245.5	6.61	312.1
7/23/2008	CDNS	316.2	43.0	0.14	64.6	412.8	30.56%	137.1	0.40	158.7	1,511.6	390.4	1.16	482.5	1,582.6	410.8	1.32	562.2
7/23/2008	CTXS	387.0	81.5	0.36	88.4	403.2	4.19%	90.1	0.39	92.7	1,620.3	357.5	1.59	431.5	1,890.0	455.4	1.95	526.5
7/23/2008	DGII	46.5	0.9	0.04	3.3	49.4	6.22%	3.5	0.09	6.2	183.5	13.1	0.40	22.5	215.7	18.2	0.52	28.1
7/23/2008	EQIX	170.0	16.7	0.14	66.7	178.5	5.00%	19.3	0.18	70.8	696.2	73.7	0.74	279.1	860.2	138.5	1.99	362.9
7/23/2008	FFIV	161.4	23.7	0.22	46.6	169.1	4.78%	26.9	0.24	50.0	643.7	96.9	0.87	186.7	749.3	130.8	1.12	233.4
7/23/2008	GSIC	181.6	(19.9)	(0.26)	(1.0)	188.1	3.61%	(17.1)	(0.23)	2.4	1,000.8	(1.6)	0.01	73.9	1,176.6	16.0	0.20	97.1
7/23/2008	IKAN	30.1	(0.3)	0.01	--	31.7	5.40%	(0.5)	0.00	--	124.9	(1.1)	0.03	--	145.4	1.3	0.10	--
7/23/2008	ISIL	217.0	60.2	0.38	61.5	220.6	1.68%	63.8	0.40	66.6	871.9	249.1	1.59	249.6	945.5	280.5	1.80	289.5
7/23/2008	JAKK	136.8	8.8	0.22	16.1	339.9	148.41%	72.0	1.50	77.3	906.1	119.9	2.91	146.6	939.1	130.4	3.09	154.3
7/23/2008	LSI	665.5	66.5	0.09	--	693.4	4.19%	77.8	0.11	--	2,752.8	303.2	0.43	370.1	2,910.4	352.5	0.48	413.5
7/23/2008	MTSN	39.7	(9.8)	(0.15)	(12.0)	40.0	0.65%	(9.0)	(0.17)	(13.0)	173.7	(28.6)	(0.45)	(27.0)	227.0	3.3	0.16	9.5
7/23/2008	MLNX	27.8	7.0	0.22	--	30.2	8.73%	9.1	0.28	--	115.7	31.7	1.01	29.6	147.6	42.9	1.31	43.0
7/23/2008	NTGR	196.0	18.5	0.35	--	213.9	9.10%	21.8	0.41	--	834.4	82.7	1.59	86.0	960.6	100.5	1.87	106.0
7/23/2008	QCOM	2,708.8	1,039.5	0.55	1,077.8	2,712.8	0.15%	1,028.7	0.54	1,054.4	10,466.0	4,033.3	2.15	4,382.8	11,888.0	4,784.7	2.46	5,297.8
7/23/2008	QUIK	8.5	(2.2)	(0.07)	--	9.0	5.88%	(1.0)	(0.04)	--	39.2	(3.5)	(0.12)	--	42.0	0.6	0.01	--
7/23/2008	SANM	1,823.5	52.6	0.04	81.2	1,867.9	2.44%	55.8	0.05	85.1	7,967.5	214.3	0.15	321.7	7,741.3	239.7	0.23	355.7
7/23/2008	SKX	360.3	22.4	0.34	29.0	447.2	24.12%	45.9	0.66	52.5	1,532.5	140.0	2.04	161.2	1,704.0	162.0	2.32	185.1
7/23/2008	STMP	21.0	1.7	0.11	1.9	21.2	1.02%	2.8	0.17	3.1	87.0	9.3	0.63	10.6	96.2	10.5	0.69	12.7
7/23/2008	SY	262.5	53.1	0.43	76.7	269.3	2.59%	58.9	0.48	83.2	1,097.2	243.9	1.97	341.7	1,165.4	273.9	2.18	366.4
7/23/2008	TER	321.0	30.7	0.17	49.0	332.6	3.61%	42.4	0.21	59.0	1,298.9	143.3	0.74	221.3	1,412.6	198.5	0.99	269.0
7/23/2008	TQNT	127.7	8.3	0.07	17.3	146.7	14.81%	15.9	0.11	24.8	547.3	52.3	0.38	87.3	624.7	81.6	0.51	117.2
7/23/2008	UIS	1,329.9	37.0	0.03	--	1,378.5	3.66%	58.0	0.05	--	5,511.7	223.6	0.16	583.1	5,450.5	279.8	0.33	638.5
7/23/2008	TZOO	21.0	1.1	(0.02)	1.4	21.3	1.35%	1.3	(0.01)	1.8	83.9	4.5	(0.10)	6.5	90.1	11.7	0.31	12.3
7/23/2008	WFR	557.9	263.3	1.00	290.1	616.3	10.47%	295.3	1.14	317.9	2,361.0	1,107.1	4.30	1,208.7	2,953.1	1,404.8	5.24	1,524.9
7/23/2008	XLNX	483.8	126.8	0.37	151.5	496.5	2.62%	132.7	0.39	156.2	1,977.3	527.3	1.53	607.4	2,127.6	588.3	1.74	690.3
7/24/2008	ARTG	39.3	1.2	0.01	3.4	40.8	3.94%	2.1	0.02	4.1	161.6	9.5	0.09	--	193.0	21.5	0.17	29.2
7/24/2008	AUO	4,066.0	534.6	0.57	--	4,024.0	-1.03%	505.4	0.53	--	16,830.8	2,571.8	2.83	5,523.9	17,722.0	2,358.3	2.09	5,658.3
7/24/2008	AVID	211.0	(6.5)	(0.10)	(0.2)	219.8	4.17%	2.8	0.08	12.7	881.7	2.9	0.12	32.8	933.7	28.3	0.70	59.2
7/24/2008	BMC	432.5	106.0	0.43	109.1	469.5	8.54%	131.6	0.51	130.3	1,933.4	553.9	2.15	629.8	2,070.6	606.3	2.45	705.0
7/24/2008	BKHM	61.5	(4.2)	(0.04)	(0.8)	65.2	5.90%	(2.0)	(0.02)	0.5	234.4	(21.0)	(0.18)	(2.0)	269.9	0.5	0.00	19.0
7/24/2008	CCMP	97.6	11.3	0.39	16.0	99.5	1.93%	14.1	0.44	19.0	385.0	50.5	1.68	74.5	427.2	65.5	2.10	89.0
7/24/2008	CHRT	455.5	8.0	0.03	--	474.4	4.16%	12.0	0.06	--	1,822.2	10.3	0.17	599.4	1,987.9	121.3	0.39	755.7
7/24/2008	COHU	50.0	(2.1)	(0.01)	--	56.5	13.00%	1.6	0.06	--	220.4	2.7	0.22	--	261.0	27.7	0.81	--
7/24/2008	CYMI	123.4	15.7	0.39	22.0	118.5	-4.00%	12.8	0.34	18.0	491.2	64.5	1.56	91.7	536.3	85.6	2.04	105.4
7/25/2008	ENWV	--	--	--	--	--	#VALUE!	--	--	--	--	--	--	--	--	--	--	--
7/24/2008	EPIC	132.2	22.0	0.21	22.3	139.9	5.85%	25.8	0.26	27.2	536.2	89.6	0.90	93.3	582.3	109.4	1.10	112.1
7/24/2008	ESIO	61.7	0.1	0.03	1.6	60.0	-2.76%	0.2	0.04	0.7	256.1	5.8	0.27	13.6	281.0	18.9	0.60	26.1
7/24/2008	FALC	23.5	5.1	0.07	--	25.0	6.25%	5.7	0.08	--	103.1	25.2	0.34	--	131.2	34.2	0.47	--
7/24/2008	FLEX	8,297.2	285.0	0.28	402.3	8,916.0	7.46%	317.9	0.31	435.2	35,590.9	1,282.1	1.25	1,766.6	39,388.4	1,512.7	1.47	2,010.3
7/24/2008	IM	8,582.4	97.4	0.35	114.6	8,785.0	2.36%	108.1	0.40	121.8	35,891.0	470.0	1.72	545.4	37,884.6	534.5	1.96	598.9
7/24/2008	ISSI	59.8	0.5	0.08	--	62.7	4.73%	1.2	0.08	--	244.0	3.1	0.30	--	263.9	6.2	0.35	--
7/24/2008	IWOV	62.5	10.7	0.17	--	63.2	1.26%	11.0	0.17	--	257.1	44.8	0.71	--	286.1	53.8	0.82	--
7/24/2008	JNPR	852.2	198.1	0.27	249.2	888.4	4.25%	211.2	0.29	261.5	3,500.1	835.4	1.13	1,009.0	4,122.4	1,053.2	1.39	1,219.8
7/24/2008	KMT	732.4	92.5	0.84	114.7	655.4	-10.52%	67.2	0.61	90.7	2,684.7	304.7	2.75	394.9	2,830.6	340.4	3.10	430.4
7/24/2008	LDIS	7.3	(8.4)	(0.26)	(8.1)	11.6	58.93%	(7.3)	(0.22)	(7.0)	42.0	(29.7)	(0.92)	(28.5)	82.2	(6.9)	(0.20)	(5.7)
7/24/2008	LSCC	58.1	(0.5)	0.02	--	60.3	3.66%	(0.4)	0.03	--	236.3	(0.1)	0.08	13.9	262.9	13.7	0.18	29.7
7/24/2008	LVLT	1,075.0	(31.3)	(0.10)	220.2	1,080.0	0.46%	(6.0)	(0.09)	241.0	4,349.0	(112.8)	(0.39)	913.1	4,599.0	83.9	(0.26)	1,109.2
7/24/2008	MCHP	270.3	89.0	0.40	111.4	278.3	2.97%	93.7	0.41	115.2	1,116.1	373.5	1.66	462.8	1,229.2	420.7	1.90	524.9
7/24/2008	MCRL	68.9	11.3	0.11	--	70.7	2.51%	13.0	0.12	--	278.4	48.7	0.48	66.2	303.8	61.8	0.59	76.2
7/24/2008	MSCC	128.8	35.2	0.34	42.0	133.2	3.39%	37.3	0.35	44.7	512.1	137.8	1.32	165.9	579.1	170.3	1.61	200.4
7/24/2008	NEM	1,461.4	521.0	0.47	476.7	1,566.3	7.17%	614.0	0.58	572.0	6,725.6	2,617.3	2.39	3,040.8	7,412.0	3,276.6	2.93	3,503.1
7/24/2008	NETL	36.2	8.1	0.37	--	37.6	3.73%	8.3	0.37	--	147.2	33.0	1.51	--	175.7	42.5	1.77	--
7/24/2008	NTCT	63.7	7.4	0.11	--	64.9	1.88%	8.3	0.13	--	265.9	33.8	0.54	--	293.9	45.0	0.73	--
7/24/2008	PLXS	441.2	20.1	0.39	27.9	461.6	4.63%	22.3	0.43	30.5	1,812.4	101.6	1.88	131.2	2,005.6	104.3	2.01	136.4
7/24/2008	POWI	54.7	12.1	0.35	14.1	61.4	12.09%	14.8	0.42	16.9	230.1	53.6	1.53	61.4	267.1	67.7	1.86	75.2
7/24/2008	PTIX	10.8	(0.4)	0.01	--	11.6	7.12%	(0.0)	0.03	--	45.4	0.4	0.15	--	51.1	2.6	0.30	--
7/24/2008	QI	660.1	(479.5)	(1.47)	(367.0)	762.5	15.51%	(398.5)	(1.18)	(250.4)	2,843.8	(2,423.1)	(7.72)	(1,494.7)	3,549.3	(741.7)	(2.62)	437.2
7/24/2008	RMBS	34.3	(24.0)	(0.12)	--	31.4	-8.46%	(25.0)	(0.12)	--	154.6	(99.9)	(0.48)	--	154.8	(87.3)	(0.38)	--
7/24/2008	RMTR	15.3	2.1	0.05	--	16.7	9.37%	1.5	0.06	--	63.7	7.1	0.23	--	80.8	11.7	0.34	--
7/24/2008	RSH	908.5	62.2	0.26	89.0	933.8	2.78%	71.1	0.31	94.5	4,117.4	356.3	1.58	448.9	4,052.3	355.5	1.56	432.0
7/24/2008	RVBD	77.0	11.0	0.11	13.1	81.9	6.42%	12.6	0.13	14.6	321.8	48.8	0.49	58.9	404.2	79.0	0.75	93.3
7/24/2008	SIMG	67.6	3.0	0.04	5.2	75.2	11.37%	6.1	0.07	10.2	283.3	17.4	0.22	29.8	297.7	21.1	0.27	36.5
7/24/2008	SIRF	62.1	(10.1)	(0.13)	--	69.9	12.66%	(0.9)	(0.00)	--	270.1	(16.7)	(0.19)	--	294.1	4.6	0.24	--
7/24/2008	SYNT	102.5	17.6	0.38	21.6	107.4	4.81%	20.3	0.43	23.6	420.9	78.4	1.76	91.9	509.8	96.8	1.99	111.9
7/24/2008	TASR	27.2	0.9	0.01	3.8	31.0	14.16%	4.7	0.05	6.4	115.2	15.8	0.14	18.0	141.4	35.2	0.32	34.9
7/24/2008	TRMB	377.5	82.5	0.45	92.1	338.1	-10.45%	65.5	0.36	72.2	1,419.0	282.2	1.54	318.1	1,605.5	333.8	1.82	359.1
7/24/2008	TXN	3,440.1	857.5	0.45	1,101.0	3,429.2	-0.32%	849.2	0.45	1,120.8	13,507.9	3,345.6	1.83	4,319.7	14,093.7	3,624.7	1.97	4,681.6
7/24/2008	UTEK	32.0	1.6	0.10	3.5	32.2	0.55%	1.6	0.10	3.5	130.2	6.7	0.44	14.6	148.7	13.1	0.69	20.8
7/24/2008	VIGN	46.5	1.0	0.10	5.0	46.4	-0.14%	1.0	0.09	4.0	189.3	7.0	0.49	12.0	206.3	15.4	0.81	--
7/24/2008	VLCM	69.5	5.9	0.17	7.2	112.4	61.75%	25.7	0.69	27.4	346.8	58.5	1.58	64.9	397.8	68.9	1.86	73.7
7/24/2008	VLTR	29.9	6.1	0.25	6.8	31.0	3.44%	6.3	0.25	6.9	112.6	21.5	0.88	23.9	132.0	27.7	0.96	28.5
7/24/2008	VSEA	181.2	27.7	0.25	31.6	183.3	1.16%	29.7	0.27	30.6	873.8	178.9	1.54	194.3	916.2	204.8	2.07	232.9
7/24/2008	WDC	1,887.7	199.5	0.82	305.4	2,035.8	7.85%	241.0	0.99	354.8	7,966.1	1,016.4	4.19	1,414.7	8,417.8	1,012.1	4.12	1,467.4
7/24/2008	ZBRA	253.9	42.5	0.45	51.3	255.8	0.72%	43.9	0.47	52.2	1,023.9	177.0	1.87	208.9	1,104.5	199.9	2.15	232.4
7/25/2008	ENWV	--	--	--	--	--	#VALUE!	--	--	--	--	--	--	--	--	--	--	--
7/25/2008	NFLX	337.6	32.1	0.40	41.8	347.2	2.84%	29.6	0.31	38.3	1,374.0	108.2	1.23	139.6	1,624.8	151.6	1.54	216.5
7/25/2008	RNOW	34.3	(2.6)	(0.05)	(0.8)	35.5	3.59%	(1.0)	(0.00)	1.0	139.8	(6.7)	(0.10)	1.9	167.7	5.2	0.23	14.2