Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

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To: Donald Wennerstrom who wrote (54677)	11/17/2011 7:35:32 PM
From: Donald Wennerstrom	2 Recommendations Read Replies (1) of 95531

This is a more detailed look at the 2011 numbers compared to the 2010 numbers for Bookings and Billings. The Bookings number for Sept and Oct are quite close together indicating a possible bottoming process. The Billings number is still on a downward trend, and substantially lower than the numbers at this time last year. So with 2 months to go until year end, Bookings will be down substantially from 2010 while Billings will slightly exceed 2010 numbers.

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