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Technology Stocks : Semi Equipment Analysis
SOXX 299.81+2.7%Dec 19 4:00 PM EST
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To: The Ox who wrote (15313)5/21/2004 12:18:36 PM
From: Donald Wennerstrom  Read Replies (1) of 95617
 
The following is a summary table of Bookings since the "positive run" started last August. The July Bookings number of 707M was the low point for 2003, and since that time, the trend has been positive.

The 2nd column in the table shows the increase in Bookings since Jul 03 - the 3rd column is the difference in Bookings on a month to month basis - the 4th column shows the percent change from month to month - the 5th column shows the accumulative percent change from Jul 03. Note that the month of April was very positive in the upward trend.

-			       Total
-	 Bks	$ Chg	Pct	Pct
Date	 (M)	(M)	Chg	Chg
Jul 03	 707
Aug 03	 732	 25	 4	 4
Sep 03	 779	 47	 6	10
Oct 03	 871	 92	12	23
Nov 03	 923	 52	 6	31
Dec 03	1181	258	28	67
Jan 04	1226	 45	 4	73
Feb 04	1316	 90	 7	86
Mar 04	1379	 62	 5	95
Apr 04	1594	215	16     125
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