Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Donald Wennerstrom who wrote (141)	11/28/2000 6:14:11 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95850

Billings(Shipments) are rising at a rapid rate as well. Last month the number was ~ 2.6B. Assuming 2 more months at that rate, total shipments for the year will be 24B+. This is about 50 percent higher than 1997 or 1999. Billings YR YR YR YR YR YR 1995 1996 1997 1998 1999 2000 Month (M) (M) (M) (M) (M) (M) JAN 677 1257 1034 1458 890 1604 FEB 705 1243 1029 1369 845 1594 MAR 861 1256 1102 1370 944 1745 APR 961 1354 1261 1416 1099 1991 MAY 1025 1366 1299 1361 1217 2158 JUN 1014 1354 1375 1266 1288 2260 JUL 1044 1311 1476 1112 1375 2373 AUG 1054 1248 1536 1012 1441 2431 SEP 1113 1119 1672 846 1413 2475 OCT 1135 1072 1793 852 1484 2593 NOV 1223 1062 1598 932 1529 DEC 1305 1069 1559 921 1598 TOTALS 12117 14711 16734 13914 15122 21223

To: Donald Wennerstrom who wrote (141)	11/28/2000 6:50:35 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95850

Here is an update of post #39. This table is updated to reflect the just released October data for this year. The "backlog" continues to climb - from 8007 thru September's data to 8472 thru October's data. Refer to post #39 Message 14651184 Monthly Backlog Numbers Jan 95 May 96 Dec 96 Dec 97 Jan 99 to to to to to Months Apr 96 Nov 96 Nov 97 Dec 98 Oct 00 1 215 -179 9 -9 107 2 290 -179 82 -95 184 3 259 -319 72 -136 313 4 220 -366 163 -247 306 5 115 -341 125 -314 298 6 178 -239 122 -254 272 7 80 -110 99 -333 156 8 48 183 -394 124 9 19 152 -440 98 10 74 102 -364 125 11 72 42 -214 166 12 194 1 -164 310 13 350 -38 624 14 444 707 15 191 802 16 7 724 17 621 18 599 19 529 20 553 21 409 22 446 Total 2755 -1733 1152 -3003 8472