Company: Airborne Inc. (ABF

)

Year ending: Dec-01

Prior estimate: 0.55

New estimate: 0.35

Rationale: Slower Q1 domestic shipment growth

Company: Cisco Systems (CSCO

)

Year ending: Jul-01

Prior estimate: 0.51

New estimate: 0.43

Rationale: Pre-announced Q3 shortfall

Company: Millipore Corp. (MIL

)

Year ending: Dec-01

Prior estimate: 2.75

New estimate: 2.40

Rationale: See soft microelectronics segment

Company: Smith Intl. (SII

)

Year ending: Dec-01

Prior estimate: 2.62

New estimate: 2.94

Rationale: Co pre-announcement

Company: Sprint Corp. (FON

)

Year ending: Dec-01

Prior estimate: 1.60

New estimate: 1.38

Rationale: Weakness in EPS, voice traffic

Company: Sprint PCS Group (PCS

)

Year ending: Dec-01

Prior estimate: d1.15

New estimate: d1.33

Rationale: Uncertainty over economic conditions

Company: Tellabs Inc. (TLAB

)

Year ending: Dec-01

Prior estimate: 2.12

New estimate: 1.72

Rationale: Weak telecom carrier spending trends

Company: Vitesse Semiconductor (VTSS

)

Year ending: Sep-01

Prior estimate: 0.63

New estimate: 0.48

Rationale: Dramatic reduction in demand

Company: Weyerhaeuser Co. (WY

)

Year ending: Dec-01

Prior estimate: 3.30

New estimate: 2.45

Rationale: Weaker than expected wood & paper prods