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

To: Gottfried who wrote (10199)	6/18/2003 2:46:18 PM
From: robert b furman	Respond to of 95500

As always, Many Thanks. I do look every month. All Aboard the Cohu Train? BTD Bob

To: Gottfried who wrote (10199)	6/18/2003 5:00:37 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 95500

Gottfried, Thanks for charting the data every month. I will try to pick up with some of the same information in tabular form. The first is the bookings and billings information. First the bookings. Note that Calendar years 2001 and 2002 are close to the performance of 1998. Incredibly, summing the bookings for 2001 and 2002 only gets you to about 2/3's the booking for 2000. So far this year the bookings pace for the first 5 months is over 500M less than the comparable period last year.(3786M vs 4319M) Bookings YR YR YR YR YR YR YR 1997 1998 1999 2000 2001 2002 2003 Month (M) (M) (M) (M) (M) (M) (M) JAN 1116 1363 997 2227 1854 645 739 FEB 1101 1233 1029 2302 1611 737 761 MAR 1265 1123 1257 2547 1197 836 777 APR 1386 1102 1405 2716 721 996 757 MAY 1421 1107 1514 2778 723 1105 751 JUN 1474 933 1561 2859 731 1171 JUL 1659 718 1531 2902 769 1182 AUG 1688 572 1565 2984 715 1017 SEP 1774 481 1511 2888 614 832 OCT 1835 638 1610 2993 644 775 NOV 1599 767 1695 2707 589 777 DEC 1550 883 1908 2372 629 827 TOTAL 17868 10920 17581 32274 10798 10899 3786

To: Gottfried who wrote (10199)	6/18/2003 7:18:32 PM
From: Kirk ©	Read Replies (1) \| Respond to of 95500

I just came back from Frys with the coolest product It is a 256 MB Portable USB 2.0 Flash Drive amazon.com I paid $59 plus tax at Frys for one similar to that one at Amazon. I was in a hurry and the tax savings not worth the extra time to have it shipped. I've wanted an external drive to do automatic daily backups of my important files and I can write a script to do it with this. I am going on vacation and borrowing a notebook PC so I can do some profit taking should the market have a huge up day or do some dip buying if we get a big correction. Rather than bring along an external CDR/W to transfer files and write to, etc.. I just store my files in this off my main PC and load them into the laptop. My former boss back at HP (now an R&D functional manager at Agilent) used to tell me that he thought the World would evolve memory cheap enough eventually that we'd carry our data (and perhaps programs like Excel, eMail, etc.) with us everywhere and just plug into PCs when we wanted to do something. PCs might become like a power outlet! Anyway, this Flash Drive has a thing so you can wear it around your neck! Another die shrink and we'll be at 1G of memory for $60 with competition. Once these become portable, there will need to be ways to back them up, etc…. but this should lead to a flood of new stuff when you can have that much memory in your pocket or around your neck so cheaply.