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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: Donald Wennerstrom who wrote (38)10/24/2000 5:29:04 PM
From: Donald Wennerstrom  Read Replies (1) of 95415
 
The SEMI data starts in Jan 95 and ends with the data
released yesterday for Sep 00, a period of 69 months.
Within that time, 5 distinct periods exist which are shown
in the table below. The numbers in each column show the
increase, or decrease, of backlog for each month with totals
for each of the 5 periods at the bottom.


Monthly Backlog Numbers
Jan 95 May 96 Dec 96 Dec 97 Jan 99
to to to to to
Months Apr 96 Nov 96 Nov 97 Dec 98 Sep 00
1 215 -179 9 -9 107
2 290 -179 82 -95 184
3 259 -319 72 -136 313
4 220 -366 163 -247 306
5 115 -341 125 -314 298
6 178 -239 122 -254 272
7 80 -110 99 -333 156
8 48 183 -394 124
9 19 152 -440 98
10 74 102 -364 125
11 72 42 -214 166
12 194 1 -164 310
13 350 -38 624
14 444 707
15 191 802
16 7 724
17 621
18 599
19 529
20 551
21 392
Total 2755 -1733 1152 -3003 8007
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