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Technology Stocks : Semi Equipment Analysis
SOXX 314.52-0.6%Dec 11 4:00 PM EST
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To: Donald Wennerstrom who wrote (54305)10/20/2011 7:47:14 PM
From: Donald Wennerstrom1 Recommendation  Read Replies (1) of 95574
 
This is the update of the Bookings, Billings, and BtB for the month of September.

Another month when the Bookings have receded from the prior month at a big rate. Billings have receded as well, but not as much as the Bookings showing that Backlog is decreasing to the tune of 329M.

There is only 3 months of data for 2011 left to obtain to complete the year. At this point it can be predicted that Bookings for 2011 will be quite a bit less than Bookings for 2010.

The Sept data for BtB is less than 1.0 for the 12th month in a row.


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