Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Donald Wennerstrom who wrote (10206)	6/18/2003 5:11:27 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95503

Now for the Billings data. Billings dropped over 6B last year compared to 2001.(10890 vs 16912.) The jobs loss from this type of performance is horrendous. So far this year Billings have been essentially flat, but still more than Bookings. To date, Billings exceed Bookings by over 300M, (4099 vs 3786). What we need are more bookings!!! Billings YR YR YR YR YR YR YR 1997 1998 1999 2000 2001 2002 2003 Month (M) (M) (M) (M) (M) (M) (M) JAN 1034 1458 890 1604 2308 800 784 FEB 1029 1369 845 1594 2279 818 778 MAR 1102 1370 944 1745 2020 798 857 APR 1261 1416 1099 1991 1655 815 840 MAY 1299 1361 1217 2158 1462 870 840 JUN 1375 1266 1288 2260 1360 927 JUL 1476 1112 1375 2373 1192 969 AUG 1536 1012 1441 2431 1144 995 SEP 1672 846 1413 2476 961 1045 OCT 1793 852 1484 2574 896 1000 NOV 1598 932 1529 2422 817 976 DEC 1559 921 1598 2389 819 878 TOTAL 16734 13914 15122 26017 16912 10890 4099