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

To: Donald Wennerstrom who wrote (2036)2/19/2002 7:05:09 PM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 95737
 
Shown below is an update of the BtB table based on the
latest data.

Book to Bill
YR YR YR YR YR YR YR
Month 1996 1997 1998 1999 2000 2001 2002
JAN 1.28 1.08 0.93 1.12 1.39 0.80 0.81
FEB 1.36 1.07 0.90 1.22 1.44 0.71
MAR 1.15 1.15 0.82 1.33 1.46 0.59
APR 1.01 1.10 0.78 1.28 1.36 0.44
MAY 0.87 1.09 0.81 1.24 1.29 0.49
JUN 0.87 1.07 0.74 1.21 1.27 0.54
JUL 0.76 1.12 0.65 1.11 1.22 0.65
AUG 0.71 1.10 0.56 1.09 1.23 0.62
SEP 0.70 1.06 0.57 1.07 1.17 0.64
OCT 0.78 1.02 0.75 1.08 1.16 0.72
NOV 0.90 1.00 0.82 1.11 1.12 0.72
DEC 1.01 0.99 0.96 1.19 0.99 0.77



To: Donald Wennerstrom who wrote (2036)2/19/2002 10:31:49 PM
From: Gottfried  Read Replies (2) | Respond to of 95737
 
Don, billings are lower than they would have been because of the new accounting standard. Therefore btb as reported is higher. Additional info on this Message 17084885

Gottfried


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