Company: Alaska Air (ALK

)

Year ending: Dec-02

Prior estimate: d1.50

New estimate: d0.70

Rationale: Improving passenger levels

Company: CommScope (CTV

)

Year ending: Dec-02

Prior estimate: 1.00

New estimate: 0.66

Rationale: Lower company guidance

Company: Foundry Networks (FDRY

)

Year ending: Dec-02

Prior estimate: 0.15

New estimate: 0.08

Rationale: Hard time competing vs. big players

Company: Gateway (GTW

)

Year ending: Dec-02

Prior estimate: d0.10

New estimate: d0.45

Rationale: Company guidance

Company: Riverstone (RSTN

)

Year ending: Feb-03

Prior estimate: 0.26

New estimate: 0.15

Rationale: Delayed infrastructure spending

Company: Thomas & Betts (TNB

)

Year ending: Dec-02

Prior estimate: 0.55

New estimate: 0.25

Rationale: Weak sales, added charges

Company: Trinity Industries (TRN

)

Year ending: Dec-02

Prior estimate: 0.95

New estimate: Nil

Rationale: Continued weak railcar demand