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

To: Cary Salsberg who wrote (2873)	4/22/2002 10:12:46 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95420

RtS, Cary, I agree, it is the bookings that is most important. When compared to the beginning of the last "up" cycles, the present data looks OK. Looking back at the last 2 cycles, finding the low point in bookings and then comparing the next five months by percentage gains, the last 5 months compares pretty well. BOOKINGS COMPARISONS Sep 96 Month Sep 98 Month Nov 01 Month to Percent to Percent to Percent Jan 97 Gain Jan 99 Gain Mar02 Gain 778 481 589 833 7 638 33 614 4 952 14 767 20 655 7 1078 13 883 15 737 13 1116 4 997 13 839 14 Total % 43 107 42 The present 5 month period percent gain is comparable to the the one in 96/97, but significantly slower than the 98/99 period.