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

To: James Calladine who wrote (1020)	8/21/2001 7:30:11 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95765

James, The new data surprised me a little bit in that bookings rose a little more than I expected based upon all the negative quarterly reports and conference calls of the last few weeks. However, having said that, the bookings data is not "real" strong either. The best part of the news is that bookings is on an upward trend(for 4 months would you believe) based on the revised numbers. Based on last months report, the bookings trend was down. Now we are in a "4 month" up cycle, albeit a weak one so far. But hey, its a start!<gg> Don