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Technology Stocks : Semi Equipment Analysis

SOXX 306.04

0.0%

Dec 26 4:00 PM EST

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To: Donald Wennerstrom who wrote (11078)	8/20/2003 12:45:55 PM
From: Donald Wennerstrom	Read Replies (1) of 95640

Combining the 2 tables gives us Bookings minus Billings. - Bookings Minus Billings - YR YR YR YR YR YR YR - 1997 1998 1999 2000 2001 2002 2003 Month (M) (M) (M) (M) (M) (M) (M) JAN 82 -95 107 624 -454 -155 -45 FEB 72 -136 184 707 -668 -81 -17 MAR 163 -247 313 802 -823 38 -80 APR 125 -314 306 724 -933 181 -83 MAY 122 -254 298 621 -738 236 -81 JUN 99 -333 272 599 -629 244 -55 JUL 183 -394 156 529 -423 213 -25 AUG 152 -440 124 553 -429 22 SEP 102 -364 98 412 -347 -213 OCT 42 -214 125 419 -251 -225 NOV 1 -164 166 285 -228 -200 DEC -9 -38 310 -17 -191 -52 TOTAL 1134 -2994 2458 6257 -6115 9 -386

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