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

To: Donald Wennerstrom who wrote (10649)7/18/2003 7:05:59 PM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 95480
 
The following table is an update showing the negative and
positive cycles as time goes forward. The latest negative
cycle is now 10 months long.

- Monthly Backlog Numbers($M)
- May 96 Dec 96 Dec 97 Jan 99 Dec 00 Mar 02 Sep02
- to to to to to to to
Months Nov 96 Nov 97 Dec 98 Nov 00 Feb 02 Aug 02 Jun03
1 -179 9 -9 107 -17 38 -162
2 -179 82 -95 184 -454 181 -225
3 -319 72 -136 313 -668 236 -200
4 -366 163 -247 306 -823 244 -52
5 -341 125 -314 298 -933 213 -45
6 -239 122 -254 272 -738 22 -17
7 -110 99 -333 156 -629 -80
8 183 -394 124 -423 -83
9 152 -440 98 -429 -82
10 102 -364 125 -347 -50
11 42 -214 166 -251
12 1 -164 310 -228
13 -38 624 -191
14 707 -155
15 802 -81
16 724
17 621
18 599
19 529
20 553
21 412
22 419
23 285
Total -1733 1152 -3003 8732 -6368 934 -996


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