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Technology Stocks : Semi Equipment Analysis
SOXX 270.83+1.0%Nov 21 4:00 PM EST

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To: Donald Wennerstrom who wrote (47904)5/20/2010 8:22:58 PM
From: Jacob Snyder2 Recommendations  Read Replies (2) of 95463
 
You can just consider that I automatically recommend all your tables, even if I sometimes forget. Thanks for all your years of work. I think in numbers, so I love screens full of colored numbers, like my dog loves his chew-toy.

Trough to peak bookings:
8 months, 11/01 to 7-02
11 months, 7/03 to 6/04
17 or 9 months, 1/05 or 9/05, to 6/06
??? months, 3/09 to ???

The average of those 4 data points (8, 11, 17, 9) is 11 months. The current upturn has lasted 13 months so far. If the current upturn last as long as the longest of them, 17 months, the peak in bookings will be in August 2010.
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