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Technology Stocks : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

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To: robert b furman who wrote (7804)	12/19/2002 11:06:00 AM
From: Kirk ©	Read Replies (1) of 95567

If revised October is .73 and November is .79 we've reversed up? Noise... but it does look like a bottom look at last 3 months: 0.80, 0.78, 0.79 semi.org!OpenDocument basically flat Billings down slightly but bookings are up. To me, bookings are more important as they signal the future. Since it is a 3 month averge and it is flat with $1B months going out of the average and $0.8B months the last three... It would indicate to me that we are seeing $1B monthly average bookings now (check my math). VLSI is saying bookings are rising vlsiresearch.com K

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