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


To: Donald Wennerstrom who wrote (359)3/4/2001 5:32:01 PM
From: Donald Wennerstrom  Read Replies (2) | Respond to of 95566
 
The data can be shown in "positive and negative" cycles
which makes it a little easier to review. The last update
was given in post #311. We presently have 2 negative months
of backlog reduction. The prior 2 negative cycles in 96 and
98 were of 7 and 13 months respectively - how long will this
negative cycle last?

Monthly Backlog Numbers($M)
Jan 95 May 96 Dec 96 Dec 97 Jan 99 Dec 00
to to to to to to
Months Apr 96 Nov 96 Nov 97 Dec 98 Nov 00 Jan 01
1 215 -179 9 -9 107 -17
2 290 -179 82 -95 184 -454
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
21 412
22 419
23 285
Total 2755 -1733 1152 -3003 8732 -471