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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Donald Wennerstrom who wrote (32)	10/23/2000 9:35:33 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 95420

The SEMI book-to-bill ration of 1.16 was released this evening. While the number was down from from 1.23 listed for the month of August, it still indicates an expanding market. I submit that the entire year of 2000 has been has been much stronger than 1999, including the just released September numbers of BtB and bookings. The tables below show this difference. The first table compares BtB between 1999 and 2000. Notice that each month this year is better than last year. B-to-B B-to-B MONTH 1999 2000 DIFF JAN 1.12 1.39 0.27 FEB 1.22 1.44 0.23 MAR 1.33 1.46 0.13 APR 1.28 1.36 0.09 MAY 1.24 1.29 0.04 JUNE 1.21 1.27 0.05 JULY 1.11 1.22 0.11 AUG 1.09 1.23 0.14 SEP 1.07 1.16 0.09 OCT 1.08 NOV 1.11 DEC 1.19 The second table compares bookings between 1999 and 2000. I keep reading that the end of the cycle is here, but the numbers don't show it. BOOKINGS BOOKINGS MONTH 1999 2000 DIFF JAN 997 2227 1231 FEB 1029 2302 1273 MAR 1257 2547 1290 APR 1405 2716 1311 MAY 1514 2778 1264 JUNE 1561 2859 1298 JULY 1531 2902 1371 AUG 1565 2987 1422 SEP 1511 2834 1323 OCT 1610 NOV 1695 DEC 1908