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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Joe Smith who wrote (54549)4/22/2002 6:14:23 PM
From: Steve Lee  Read Replies (2) | Respond to of 99280
 
Don't forget it is a three month average. We are seeing December's bad numbers getting expelled from the b2b number.

Many techs that reported already said that things picked up at the beginning of the year but showed signs of dropping off towards the end of the quarter.

Would be really handy if SEMI released the monthly data but I think you have to pay some hefty research fees to get that info. Far cheaper to just listen to the reports and guidance of the companies that contribute to the SEMI report.



To: Joe Smith who wrote (54549)4/22/2002 6:19:18 PM
From: DebtBomb  Respond to of 99280
 
Joe Smith, billings number dropped. ""Nice try??""



To: Joe Smith who wrote (54549)4/22/2002 6:21:56 PM
From: DebtBomb  Read Replies (1) | Respond to of 99280
 
Here Joe, I'll past it for you to read, OK?? The three-month average of worldwide billings in March 2002 was $808 million. The billings figure is one percent below the revised February 2002 level of $818 million and 60 percent below the March 2001 billings level of $2.02 billion.


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