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Technology Stocks : Semi Equipment Analysis
SOXX 302.84+2.0%4:00 PM EST
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To: FJB who wrote (50908)1/21/2011 6:07:58 PM
From: Donald Wennerstrom  Read Replies (1) of 95508
 
That is great data to have. If that forecast holds up it should be a very good year in 2011. That will keep Bookings up, BtB should be over 1.0 for most months and Billings will be quite robust compared to 2010.

Of course this kind of forecast has to continue for future months into 2012 as we go along in 2011, if not, the market will do its usual anticipating "disaster" and prices will reflect that outlook.
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