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Technology Stocks : Semi Equipment Analysis
SOXX 288.52-0.3%Nov 14 4:00 PM EST
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To: Donald Wennerstrom who wrote (5439)9/18/2002 6:41:10 PM
From: Donald Wennerstrom   of 95420
 
This is the update of the "positive and negative" cycles.
141M was added to backlog in August. Total backlog added in
this cycle for the past 6 months is 1,053M.


Monthly Backlog Numbers($M)
Jan 95 May 96 Dec 96 Dec 97 Jan 99 Dec 00 Mar 02
to to to to to to to
Months Apr 96 Nov 96 Nov 97 Dec 98 Nov 00 Feb 02 Aug 02
1 215 -179 9 -9 107 -17 38
2 290 -179 82 -95 184 -454 181
3 259 -319 72 -136 313 -668 236
4 220 -366 163 -247 306 -823 244
5 115 -341 125 -314 298 -933 213
6 178 -239 122 -254 272 -738 141
7 80 -110 99 -333 156 -629
8 48 183 -394 124 -423
9 19 152 -440 98 -429
10 74 102 -364 125 -347
11 72 42 -214 166 -251
12 194 1 -164 310 -228
13 350 -38 624 -191
14 444 707 -155
15 191 802 -81
16 7 724
17 621
18 599
19 529
20 553
21 412
22 419
23 285
Total 2755 -1733 1152 -3003 8732 -6368 1053
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