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Technology Stocks : Semi Equipment Analysis

SOXX 289.38

-3.4%

Nov 13 4:00 PM EST

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To: scott_jiminez who wrote (37)	10/24/2000 4:39:35 PM
From: Donald Wennerstrom	Read Replies (1) of 95415

Post #32 listed B-t-B and Bookings. Message 14644290 Another point to make is with backlog. The B-t-B table is repeated below followed by the backlog differences between 1999 and this year. B-to-B B-to-B MONTH 1999 2000 DIFF JAN 1.12 1.39 0.27 FEB 1.22 1.44 0.23 MAR 1.33 1.46 0.13 APR 1.28 1.36 0.09 MAY 1.24 1.29 0.04 JUN 1.21 1.27 0.05 JUL 1.11 1.22 0.11 AUG 1.09 1.23 0.14 SEP 1.07 1.16 0.09 OCT 1.08 NOV 1.11 DEC 1.19 BLOG BLOG MONTH 1999 2000 DIFF JAN 107 624 517 FEB 184 707 523 MAR 313 802 488 APR 306 724 418 MAY 298 621 323 JUN 272 599 327 JUL 156 529 373 AUG 124 551 427 SEP 98 392 295 OCT 125 NOV 166 DEC 310 TOTAL 2458 5549 3090 Looking first at the BtB table, the media is reporting the last 2 numbers from the 2000 column - the reduction from 1.23 to 1.16. They don't point out that in Sep 1999, the BtB was 1.07. Correspondingly, the backlog added in Sep 2000 was 392M compared to 98M in 1999 which is a 300 percent increase compared to last year. Also, note that the BL increase in the first 9 months of this year is more than double of the entire 1999 year.

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