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Technology Stocks : Semi Equipment Analysis

SOXX 298.01

-0.5%

Dec 15 4:00 PM EST

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To: Donald Wennerstrom who wrote (233)	12/31/2000 8:13:24 PM
From: Donald Wennerstrom	Read Replies (1) of 95580

Now, the 2 tables in the previous post can be combined to produce the btb numbers which are shown below. Note that all btb numbers for 2000 are higher(many much higher) than the corresponding monthly number for 1999. The growth all year in 2000 has been much higher than in 1999. Book to Bill YR YR YR YR YR YR Month 1995 1996 1997 1998 1999 2000 JAN 1.32 1.28 1.08 0.93 1.12 1.39 FEB 1.41 1.36 1.07 0.90 1.22 1.44 MAR 1.30 1.15 1.15 0.82 1.33 1.46 APR 1.23 1.01 1.10 0.78 1.28 1.36 MAY 1.11 0.87 1.09 0.81 1.24 1.29 JUN 1.18 0.87 1.07 0.74 1.21 1.27 JUL 1.08 0.76 1.12 0.65 1.11 1.22 AUG 1.05 0.71 1.10 0.56 1.09 1.23 SEP 1.02 0.70 1.06 0.57 1.07 1.17 OCT 1.07 0.78 1.02 0.75 1.08 1.16 NOV 1.06 0.90 1.00 0.82 1.11 1.12 DEC 1.15 1.01 0.99 0.96 1.19

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