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Strategies & Market Trends : Steve's Channelling Thread

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To: Zeev Hed who wrote (18522)6/21/2001 11:07:24 PM
From: dwayanu  Read Replies (2) of 30051
 
Zeev, re BTB ... bookings would stabilize around the $750 MM level ...

Given that the bookings figure is a trailing 3 month average, and given the very large drop in the average for April but the very small drop for May, I think that forces May's raw bookings to be much larger than April's. For example:


Month Raw Bookings 3-Mth Avg
--------- ------------ -----------

Dec 2,000

Jan 1,600

Feb 1,200 1,600

Mar 800 1,200

Apr 175 725

May 1,125 700


Is there a source of the raw monthly figures available? Couldn't find it at semi.org

- Dway
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