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


To: Donald Wennerstrom who wrote (1447)12/21/2001 7:28:35 PM
From: Donald Wennerstrom  Read Replies (2) | Respond to of 95420
 
This is an update of the backlog "cycle" chart. It shows
12 months of decreasing backlog. Soon, within 2 to 3 months
the cycle will turn upwards again?

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 Nov 01
1 215 -179 9 -9 107 -17
2 290 -179 82 -95 184 -454
3 259 -319 72 -136 313 -668
4 220 -366 163 -247 306 -823
5 115 -341 125 -314 298 -933
6 178 -239 122 -254 272 -738
7 80 -110 99 -333 156 -629
8 48 183 -394 124 -423
9 19 152 -440 98 -429
10 74 102 -364 125 -347
11 72 42 -214 166 -250
12 194 1 -164 310 -230
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 -5942