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Technology Stocks : Semi Equipment Analysis
SOXX 312.18-0.2%Dec 9 4:00 PM EST
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To: Gottfried who wrote (61164)8/20/2013 7:39:31 PM
From: Donald Wennerstrom3 Recommendations

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Gottfried
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This is the update of the Bookings, Billings, and BtB tables with the July data just released today by SEMI.

Bookings were down slightly and Billings were up slightly from the June data. BtB wound at 1.00. Bookings are the "life blood" of this report, and unfortunately they were down a little compared to last month, just like last year when the July data was somewhat down from the June data. The question is - will the trend down continue this year as it did in the latter half of 2012.

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