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Technology Stocks : Semi Equipment Analysis

SOXX 292.04

+2.4%

4:00 PM EST

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To: Donald Wennerstrom who wrote (27590)	12/21/2005 7:14:23 PM
From: etchmeister	Read Replies (1) of 95610

Hi Don on AMAT board we talked about some discrepancy between bookings and billings; so I did some crunching to see when the surplus in billings occurred. Beginning with Q2 2005 billings start to outstrip bookings; Q1 2004 makes sense to me as bookings exceed billings. By March 2005 all the bookings surplus "melted" away but billings continue to exceed bookings - IOW net billings continue to increase as of Q2 2005. I just subtracted your monthly billings from bookings/ (-) would represent billings exceed bookings for the month (perhaps SEMI does need to get an audit) YR YR YR 2003 2004 2005 (M) (M) (M) (M) (M) (M) 739 784 -45 1226 1034 192 986 1259 -273 761 778 -17 1316 1144 172 1024 1331 -307 777 857 -80 1379 1268 111 988 1273 -285 757 840 -83 1582 1394 188 999 1239 -240 724 805 -81 1560 1413 147 1015 1213 -198 722 777 -55 1609 1503 106 1038 1152 -114 707 786 -79 1587 1527 60 1007 1078 -71 732 792 -60 1511 1498 13 1022 1056 -34 779 811 -32 1350 1441 -91 984 1088 -104 871 867 4 1373 1431 -58 1094 1146 -52 923 876 47 1329 1339 -10 1093 1184 -91 1181 963 1236 1317

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