Company: Aon Corp. (AOC

)

Year ending: Dec-01

Prior estimate: 2.30

New estimate: 1.80

Rationale: Impact of WTC disaster

Company: Avnet Inc (AVT

)

Year ending: Jun-02

Prior estimate: 0.25

New estimate: d0.05

Rationale: Continued electronic slowdown

Company: Halliburton (HAL

)

Year ending: Dec-02

Prior estimate: 1.80

New estimate: 1.47

Rationale: Slowed economies

Company: Ryerson Tull (RT

)

Year ending: Dec-01

Prior estimate: d0.30

New estimate: d1.15

Rationale: Lower sales, weak economy

Company: Schlumberger (SLB

)

Year ending: Dec-02

Prior estimate: 2.58

New estimate: 1.81

Rationale: Slowed economies

Company: Varian Semi (VSEA

)

Year ending: Sep-02

Prior estimate: d0.04

New estimate: d1.29

Rationale: Delayed sector recovery

Company: Western Digital (WDC

)

Year ending: Jun-02

Prior estimate: d0.10

New estimate: 0.05

Rationale: Margin improvement