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

To: BWAC who wrote (5210)	8/30/2002 5:48:41 PM
From: Gottfried	Read Replies (1) \| Respond to of 95520

BWAC, good catch. I would hope an orders bottom has been seen months ago, Nov 2001. The most recent orders were 95% higher than Nov '01. Even WSJ has interns write these stories. :) home.attbi.com For those who like tables of numbers [there are a few of you out there?]... bill book btb 2001 Jan01 2308 1854 0.80 FEB 2279 1611 0.71 March 2020 1197 0.59 April 1655 721 0.44 May 1462 723 0.49 June 1360 731 0.54 July 1192 769 0.65 August 1144 715 0.62 Sept 961 614 0.64 Oct 896 644 0.72 Nov 817 589 0.72 Dec 810 614 0.76 2002 Jan02 806 655 0.81 Feb 818 737 0.9 March 798 836 1.05 April 815 996 1.22 May 870 1105 1.27 June 927 1171 1.26 July 995 1153 1.16

To: BWAC who wrote (5210)	8/30/2002 5:53:53 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95520

They are not looking at the recent data on this one, but I think they are "anticipating" a "drop off" in orders in the next several months. Gottfried has posted charts on monthly Bookings and tabular data has been posted monthly on this thread that shows Bookings steadily increasing since September 2001(614M) to June 2002(1171M). In July bookings dropped from the June number to 1153M(-18M). Not much of a drop, but the analysts are convinced from listening to the industry about "bad conditions", or should I say, "no visibility", that order input will be down for some number of months. At least that is my "read" on what they are trying to say. JMO, Don