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

To: Donald Wennerstrom who wrote (4956)8/20/2002 8:08:09 PM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 95427
 
This is the resultant BtB from the previous tables.


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 0.90
MAR 1.15 1.15 0.82 1.33 1.46 0.59 1.05
APR 1.01 1.10 0.78 1.28 1.36 0.44 1.22
MAY 0.87 1.09 0.81 1.24 1.29 0.49 1.27
JUN 0.87 1.07 0.74 1.21 1.27 0.54 1.26
JUL 0.76 1.12 0.65 1.11 1.22 0.65 1.16
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 (4956)8/20/2002 11:36:47 PM
From: Cary Salsberg  Read Replies (2) | Respond to of 95427
 
Is there any way to get monthly bookings? If bookings are monotonic, a moving average doesn't obscure much. Obviously, we are not looking at monotonic bookings, so the 3 month moving average is obscuring relevant data. For example, I believe that bookings declined in June and July from a May peak.


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