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Technology Stocks : Semi Equipment Analysis
SOXX 296.74+1.8%Nov 28 4:00 PM EST
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To: Donald Wennerstrom who wrote (50890)1/20/2011 7:52:33 PM
From: Donald Wennerstrom2 Recommendations  Read Replies (1) of 95487
 
This is a little more detail on the Bookings and Billings numbers comparing 2010 to 2009.

Bookings at the first part of the year were running 3 to 4 hundred percent higher than the comparable months in 2009. In the last half of this year, the comparisons with 2009 tended to decrease as the Bookings numbers for 2009 were rising substantially. Bottom line, the Bookings for 2010 were 12328M above 2009, a really astounding number that really drove the recovery of the semi equip sector in 2010.

Billings for 2010 were above the corresponding numbers for 2009 for all 12 months. Here the bottom line number of the Billings increase for 2010 compared to 2009 was 9900M.

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