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Technology Stocks : Semi Equipment Analysis
SOXX 294.38-1.0%Nov 7 4:00 PM EST

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To: Donald Wennerstrom who wrote (56650)6/22/2012 10:18:56 PM
From: Donald Wennerstrom1 Recommendation  Read Replies (1) of 95385
 
This is a more detailed look at the results for 2011 compared to the monthly results for the first 5 months of 2012 .

Bookings for April and May 2012 are very close to the numbers for April and May of 2011. Overall for the 5 months, Bookings this year are 731M less than the first 5 months of 2011. The Billings numbers on a like comparison are 1743M less than last year.

In order for Bookings in 2012 to equal the 15850M of 2011, the average Bookings number for the next 7 months has to be 1238M. This looks to be relatively easy to achieve at this point. Billings are another matter, however. To equal the Billings number for 2011 of 18256M, the average monthly number for the next 7 months has to be 1630M. It is certainly within reach at this point, but Bookings will have to remain solid or increase somewhat to allow this goal to be reached.

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