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Technology Stocks : Semi Equipment Analysis
SOXX 301.15-1.2%Dec 31 4:00 PM EST
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To: Return to Sender who wrote (13455)2/21/2004 6:11:45 PM
From: Donald Wennerstrom  Read Replies (2) of 95657
 
Below is the tabular update of Bookings, Billings and BtB through January 2004. Bookings is now up for 6 months in a row - and that is what really counts.

-	                     Bookings
-	 YR	 YR	 YR	 YR	 YR	 YR	 YR
-	1998	1999	2000	2001	2002	2003	2004
Month	(M)	(M)	(M)	(M)	(M)	(M)	(M)
JAN	1363	 997	2227	1854	 645	 739	1224
FEB	1233	1029	2302	1611	 737	 761
MAR	1123	1257	2547	1197	 836	 777
APR	1102	1405	2716	 721	 996	 757
MAY	1107	1514	2778	 723	1105	 724
JUN	 933	1561	2859	 731	1171	 722
JUL	 718	1531	2902	 769	1182	 707
AUG	 572	1565	2984	 715	1017	 732
SEP	 481	1511	2888	 614	 832	 779
OCT	 638	1610	2993	 644	 775	 871
NOV	 767	1695	2707	 589	 777	 923
DEC	 883	1908	2372	 629	 827	1181
TOTAL  10920   17581   32274   10798   10899	9673	1224

-	                      Billings
-	 YR	 YR	 YR	 YR	 YR	 YR	 YR
-	1998	1999	2000	2001	2002	2003	2004
Month	(M)	(M)	(M)	(M)	(M)	(M)	(M)
JAN	1458	 890	1604	2308	 800	 784	1042
FEB	1369	 845	1594	2279	 818	 778
MAR	1370	 944	1745	2020	 798	 857
APR	1416	1099	1991	1655	 815	 840
MAY	1361	1217	2158	1462	 870	 805
JUN	1266	1288	2260	1360	 927	 777
JUL	1112	1375	2373	1192	 969	 786
AUG	1012	1441	2431	1144	 995	 792
SEP	 846	1413	2476	 961	1045	 811
OCT	 852	1484	2574	 896	1000	 867
NOV	 932	1529	2422	 817	 976	 876
DEC	 921	1598	2389	 819	 878	 963
TOTAL  13914   15122   26017   16912   10890	9937	1042

-	                    Book to Bill
-	 YR	 YR	 YR	 YR	 YR	 YR	 YR
Month	1998	1999	2000	2001	2002	2003	2004
JAN	0.93	1.12	1.39	0.80	0.81	0.94	1.18
FEB	0.90	1.22	1.44	0.71	0.90	0.98
MAR	0.82	1.33	1.46	0.59	1.05	0.91
APR	0.78	1.28	1.36	0.44	1.22	0.90
MAY	0.81	1.24	1.29	0.49	1.27	0.90
JUN	0.74	1.21	1.27	0.54	1.26	0.93
JUL	0.65	1.11	1.22	0.65	1.22	0.90
AUG	0.56	1.09	1.23	0.62	1.02	0.92
SEP	0.57	1.07	1.17	0.64	0.80	0.96
OCT	0.75	1.08	1.16	0.72	0.78	1.01
NOV	0.82	1.11	1.12	0.72	0.80	1.05
DEC	0.96	1.19	0.99	0.77	0.94	1.23
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