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Technology Stocks : Semi Equipment Analysis

SOXX 345.64

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4:00 PM EST

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To: Gottfried who wrote (139)	11/28/2000 6:06:17 PM
From: Donald Wennerstrom	Read Replies (2) of 95850

This is a series of 4 posts on the latest SEMI data released a few days ago. The posts will tabulate bookings, shipments, book to bill(shipments), and bookings minus shipments. Gottfried, hopefully I haven't made any errors - if I have please let me know(or anyone else for that matter). The first table is bookings. Note that with 2 months to go in the year, the bookings this year are already ~ 10B over 1997 and 1999. In percentage terms, the level of increase this year compared to either 1997 or 1999 is near 100 percent. If bookings top 3B per month for the remaining 2 months of the year, the result will be 33B+ for the year compared to 17B+ in 1997 and 1999. Bookings YR YR YR YR YR YR 1995 1996 1997 1998 1999 2000 Month (M) (M) (M) (M) (M) (M) JAN 892 1607 1116 1363 997 2227 FEB 995 1687 1101 1233 1029 2302 MAR 1119 1447 1265 1123 1257 2547 APR 1180 1361 1386 1102 1405 2716 MAY 1140 1187 1421 1107 1514 2778 JUN 1192 1175 1474 933 1561 2859 JUL 1124 992 1659 718 1531 2902 AUG 1102 882 1688 572 1565 2984 SEP 1132 778 1774 481 1511 2883 OCT 1209 833 1835 638 1610 3039 NOV 1295 952 1599 767 1695 DEC 1499 1078 1550 883 1908 TOTALS 13880 13979 17868 10920 17581 27236

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