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Technology Stocks : Semi Equipment Analysis

SOXX 312.76

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To: Gottfried who wrote (850)	7/24/2001 3:13:06 AM
From: scott_jiminez	Read Replies (1) of 95536

Gottfried - check your a numbers. According to last night's official press release from SEMI (http://www.semi.org/web/wpress.nsf/33fa5c225257afa5882565e3006d9c77/83b1e6359421b82f88256a92007888cf!OpenDocument), the bookings for April = $721.3 mil, for May = $714.0 mil [revised from $704 mil], and for June [prelim.] $704.7 mil. Clearly these booking numbers are statistically identical, and thus my statement 'the difference between April, May, and June are firmly within the noise of the data' stands. As my post clearly indicated, I was referring solely and specifically to the absolute level of bookings. The idea that booking activity has stabilized is reinforced by the 6 month data: bookings dropped by 60+% in the first 4 months of this year. Since then bookings have 'dropped' 2% (based on prelim. numbers - if June is revised like May, the drop will be less than 1%). So, 'I don't think so' regarding what data?

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