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Technology Stocks : Semi Equipment Analysis
SOXX 343.07-0.5%4:00 PM EST
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To: Gottfried who wrote (613)5/22/2001 9:38:38 PM
From: Donald Wennerstrom  Read Replies (2) of 95765
 
Out of all the data from the SEMI reports of the last 6
months, the drop in Bookings each month is "BIG" as shown
below. In 6 months the Bookings drops from almost 3B to
less than .75B. The slope of the drop is much steeper than
the last downturns.


MONTH
BOOKINGS
MONTH BOOKINGS DIFFERENCE
OCT 2993
NOV 2707 -286
DEC 2372 -335
JAN 01 1854 -518
FEB(FIN) 1611 -243
MAR(REV) 1204 -407
APR(PRE) 712 -492
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