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Technology Stocks : Semi Equipment Analysis

SOXX 306.04

0.0%

4:00 PM EST

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To: Donald Wennerstrom who wrote (56969)	7/20/2012 7:53:24 PM
From: Donald Wennerstrom	3 Recommendations Read Replies (1) of 95638

This is the update of the Bookings, Billings and BtB tables with the data provided by SEMI for the month of June. The big news here is the drop in Bookings for the month of June compared to May's Bookings. This drop ended an 8 month uptrend where each month produced a higher Bookings compared to the previous month. Billings for June was slightly higher than May Billings. BtB dropped to 0.94 for the month of June. Just a coincidence, but the BtB for June in 2011 was 0.94 as well.

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