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

To: Donald Wennerstrom who wrote (79)	11/1/2000 4:41:02 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 95748

The following is a table that is easier to read on the BtB ratio since Jan 1995. The format allows an easier review of monthly performance over the last 6 years. The year 2000 has shown a strong BtB performance with some "falloff" throughout the year, however, most years show this type of performance. Of greatest interest, obviously, is what will happen in October and the rest of this year. Book to Bill YR YR YR YR YR YR Month 1995 1996 1997 1998 1999 2000 JAN 1.32 1.28 1.08 0.93 1.12 1.39 FEB 1.41 1.36 1.07 0.90 1.22 1.44 MAR 1.30 1.15 1.15 0.82 1.33 1.46 APR 1.23 1.01 1.10 0.78 1.28 1.36 MAY 1.11 0.87 1.09 0.81 1.24 1.29 JUN 1.18 0.87 1.07 0.74 1.21 1.27 JUL 1.08 0.76 1.12 0.65 1.11 1.22 AUG 1.05 0.71 1.10 0.56 1.09 1.23 SEP 1.02 0.70 1.06 0.57 1.07 1.16 OCT 1.07 0.78 1.02 0.75 1.08 NOV 1.06 0.90 1.00 0.82 1.11 DEC 1.15 1.01 0.99 0.96 1.19