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Technology Stocks : Semi Equipment Analysis
SOXX 312.76+1.1%4:00 PM EST

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To: Donald Wennerstrom who wrote (61166)8/20/2013 8:08:20 PM
From: Donald Wennerstrom2 Recommendations

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Woody_Nickels

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This is the updated "long" table for Bookings and Billings going all the way back to 1991.

A nice change in the Bookings table shows the July number for this year was greater than the July number from last year. This is the first time since 2009 that a month this year was greater than a corresponding monthly number the last 3 years. The overage number was only 38M, but it is nice to see that kind of a change. It has been a long, long time for this to occur.

The same situation does not exist for Billings. Maybe next month Billings can rise to exceed the 1332M number for August, but it may still be a stretch.

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