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Technology Stocks : Semi Equipment Analysis
SOXX 314.52-0.6%Dec 11 4:00 PM EST
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To: Donald Wennerstrom who wrote (234)12/31/2000 8:47:35 PM
From: Donald Wennerstrom  Read Replies (1) of 95573
 
Another way to look at the positive and negative backlog
flow is to use the table below starting in Jan 95 and
continuing to the present. There have been 3 positive and
2 negative periods. The present positive period has been
extended to 23 months.


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 Nov 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
20 553
21 412
22 417
23 298
Total 2755 -1733 1152 -3003 8744
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