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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

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To: Donald Wennerstrom who wrote (2322)	3/19/2002 6:16:15 PM
From: Donald Wennerstrom	Read Replies (1) of 95531

This is an update of the Bookings minus Billings by month thru February. Bookings Minus Shipments YR YR YR YR YR YR YR 1996 1997 1998 1999 2000 2001 2002 Month (M) (M) (M) (M) (M) (M) (M) JAN 350 82 -95 107 624 -454 -155 FEB 444 72 -136 184 707 -668 -111 MAR 191 163 -247 313 802 -823 APR 7 125 -314 306 724 -933 MAY -179 122 -254 298 621 -738 JUN -179 99 -333 272 599 -629 JUL -319 183 -394 156 529 -423 AUG -366 152 -440 124 553 -429 SEP -341 102 -364 98 412 -347 OCT -239 42 -214 125 419 -251 NOV -110 1 -164 166 285 -228 DEC 9 -9 -38 310 -17 -191 TOTAL -732 1134 -2994 2458 6257 -6115 -266

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