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

To: Donald Wennerstrom who wrote (143)	11/28/2000 6:32:35 PM
From: Donald Wennerstrom	Respond to of 95853

And finally, the last table shows a tabulation of bookings minus shipments. This is a measure of the continued growth in backlog that is occurring. Assuming another 2 months at a backlog growth of about 500M, the total backlog at the end of the calendar year would be about 7B. This would be a growth of about 4.5B in backlog compared to the closing at the end of 1999. Keep in mind these are relative numbers since the true absolute backlog is unknown. Bookings Minus Shipments YR YR YR YR YR YR Month 1995 1996 1997 1998 1999 2000 JAN 215 350 82 -95 107 624 FEB 290 444 72 -136 184 707 MAR 259 191 163 -247 313 802 APR 220 7 125 -314 306 724 MAY 115 -179 122 -254 298 621 JUN 178 -179 99 -333 272 599 JUL 80 -319 183 -394 156 529 AUG 48 -366 152 -440 124 553 SEP 19 -341 102 -364 98 409 OCT 74 -239 42 -214 125 446 NOV 72 -110 1 -164 166 DEC 194 9 -9 -38 310 TOTAL 1763 -732 1134 -2994 2458 6013

To: Donald Wennerstrom who wrote (143)	11/28/2000 6:37:08 PM
From: SpecialK	Read Replies (1) \| Respond to of 95853

Don, So many eyes focused on the SOX breakdown of 600, so many predictions of a quick drop to 450-500. Will it happen? CMOS came out with earnings that beat estimates. Then, Dr. Graham Siddall, Credence's president and chief executive officer said, ``We concluded the fiscal year with a record quarter that brought our year-on-year growth to 245%. Our bookings of $222 million represented a book-to-bill of slightly over 1.0, which compares favorably with the recent estimates from SEMI of 0.81 for the Test and Assembly sector in October 2000.'' Dr. Siddall continued ``In the current uncertain industry environment, there are concerns that some of these orders could be pushed out. In view of this uncertainty we estimate revenue will be sequentially down in the first quarter of fiscal 2001.'' Don, can you comment on the 0.81 of SEMI report. This seems a part of SEMI - equipment report, vs. the BtB ratio for the semi makers. Wish they separated the SOX, SMH by equipment cos and chip makers.