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Technology Stocks : Trikon Technologies - TRKN
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To: davesd who wrote (476)10/17/1997 8:58:00 PM
From: davesd   of 926
 
Some B to B thoughts....

Had the August numbers not been revised the comparisons would have
looked as follows. There was a good size gain from July to August.
But Sept looks like a weak gain.

Bill % chg Book % chg
APRIL 1260.5 1385.7
MAY 1299.4 3.09 1421 2.55
JUNE 1374.6 5.55 1474.3 3.57
JULY 1475.8 6.96 1658.7 12.27
AUGUST 1544 4.15 1714.5 2.62
SEPT 1633.3 5.51 1747.9 1.80

After the August revision (See below)....August was pretty much flat
with July, not a sign of a growing market. On top of that, the SEPT
gain is not much to write home about. I suspect the main reason that
SEPT was higher than August was because the low June number was
dropped from the 3 month moving average. I think JULY was the peak
and SEPT was actually flat or lower than August, but the dropping or
the June number and the huge number from July made August look better
than it was.

Billings Bookings
APRIL 1260.5 1385.7
MAY 1299.4 3.09 1421 2.55
JUNE 1374.6 5.55 1474.3 3.57
JULY 1475.8 6.96 1658.7 12.27
AUGUST 1537.9 3.74 1682.4 0.69
SEPT 1633.3 5.96 1747.9 3.85

dave
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