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

To: BWAC who wrote (1021)	8/21/2001 7:41:24 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95765

BWAC, As always, it will be interesting to see the market reaction over the next few days to this news. For the most part, I agree with you - my reading is that most people look at the BtB data without thoroughly digesting the underlying data. To me, far more important than BtB is bookings data. This is what drives the health of the industry. It will be interesting to see if the "market" picks up on the fact that bookings have been trending upward(although weakly) for the last 4 months. Lets put some percentages to it> April to May - 721.3 to 723.4 - 0.3 percent increase(very, very small) May to June - 723.4 to 727.5 - 0.6 percent increase(very small) June to July - 727.5 to 764.2 - 5.0 percent increase(starting to take off?) Don