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

To: robert b furman who wrote (5239)	9/1/2002 11:33:20 AM
From: Gottfried	Respond to of 95520

Bob, >is it right that this would in fact skew the ratio up?? ie bookings stay the same and billings go down by the pushou??< Of course btb would go up and investors would cheer even though billings and profits decline. Or not. G.

To: robert b furman who wrote (5239)	9/1/2002 3:52:46 PM
From: Donald Wennerstrom	Respond to of 95520

Bob, <<These capital expenditure plans are very long term pathways.A 10-15 % hickup in demand doesn't send all plans to the fireplace.They are long term events.>> I certainly agree with that statement. Over the past several months, Backlog has increased providing a little cushion should the Bookings drop by 10 to 20 percent. Obviously, backlog will begin to be depleted, but if the Bookings don't stay down too long, Billings should stay about the same. We are going to have another data point from SEMI on BtB in about 12 trading days. That should help a lot in seeing the direction and amount of change in Bookings and Billings. Don