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

To: Donald Wennerstrom who wrote (5438)9/18/2002 6:31:02 PM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 95414
 
This is the BtB table updated with the newly released data.

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 1.22
AUG 0.71 1.10 0.56 1.09 1.23 0.62 1.14
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 (5438)9/18/2002 6:45:03 PM
From: Gottfried  Read Replies (1) | Respond to of 95414
 
Don, here's the most important chart home.attbi.com

Compares well to prior cycles.

I'll do the other charts later.

Gottfried


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