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

To: Donald Wennerstrom who wrote (14092)	3/18/2004 7:13:12 PM
From: Gottfried	Read Replies (1) \| Respond to of 95657

bpNDX is 43% for the sixth day. bpNYA is now 'bull correction' status stockcharts.com Mar05 Mar08 Mar09 Mar10 Mar11 Mar12 Mar15 Mar16 Mar17 Mar18 AAPL ALTR AMAT APCC APOL AAPL BBBY ALTR BIIB AMAT BMET APCC CDWC APOL CECO BBBY AAPL CEPH BIIB AMAT AAPL CHKP BMET APCC AMAT CMVT CDWC APOL APCC COST CECO BBBY APOL CPWR CEPH BIIB BBBY CSCO CHKP BMET BIIB EBAY CMVT CDWC BMET ESRX COST CECO CDWC AAPL AAPL AAPL AAPL AAPL AAPL EXPD CPWR CEPH CECO AMAT AMAT AMAT AMAT AMAT AMAT FAST CSCO CHKP CEPH APCC APCC APCC APCC APCC APCC FHCC EBAY CMVT CHKP APOL APOL APOL APOL APOL APOL FISV ESRX COST CMVT BBBY BBBY BBBY BBBY BBBY BBBY FLEX EXPD CPWR COST BMET BMET BMET BMET BMET BMET HSIC FAST CSCO CPWR CDWC CDWC CDWC CDWC CDWC CDWC JDSU FHCC EBAY CSCO CEPH CEPH CEPH CEPH CEPH CEPH JNPR FISV ESRX EBAY CHKP CHKP CHKP CHKP CHKP CHKP LAMR FLEX EXPD ESRX CMVT CMVT CMVT CMVT CMVT CMVT LLTC HSIC FAST EXPD COST COST COST COST COST COST LNCR JDSU FHCC FAST CPWR CPWR CPWR CPWR CPWR CPWR MERQ JNPR FISV FHCC CSCO CSCO CSCO CSCO CSCO CSCO MLNM LAMR FLEX FISV EBAY EBAY EBAY EBAY EBAY EBAY MOLX LNCR HSIC FLEX ESRX ESRX ESRX ESRX ESRX ESRX MRVL MLNM JDSU HSIC FHCC FHCC FHCC FHCC FHCC FHCC MSFT MOLX JNPR JDSU FISV FISV FISV FISV FISV FISV MXIM MRVL LAMR JNPR FLEX FLEX FLEX FLEX FLEX FLEX NVDA MSFT LNCR LAMR HSIC HSIC HSIC HSIC HSIC HSIC NXTL NVDA MLNM LNCR JDSU JDSU JDSU JDSU JDSU JDSU ORCL NXTL MOLX MLNM JNPR JNPR JNPR JNPR JNPR JNPR PCAR ORCL MRVL MOLX LAMR LAMR LAMR LAMR LAMR LAMR PETM PCAR MSFT MRVL LNCR LNCR LNCR LNCR LNCR LNCR PIXR PETM NVDA MSFT MOLX MOLX MOLX MOLX MOLX MOLX PSFT PIXR NXTL NVDA MSFT MSFT MSFT MSFT MSFT MSFT PTEN PSFT ORCL NXTL NVDA NVDA NVDA NVDA NVDA NVDA QCOM PTEN PCAR ORCL ORCL ORCL ORCL ORCL ORCL ORCL RIMM QCOM PETM PETM PETM PETM PETM PETM PETM PETM ROST RIMM PIXR PIXR PIXR PIXR PIXR PIXR PIXR PIXR SANM ROST PSFT PSFT PSFT PSFT PSFT PSFT PSFT PSFT SBUX SANM PTEN PTEN PTEN PTEN PTEN PTEN PTEN PTEN SEBL SBUX QCOM QCOM QCOM QCOM QCOM QCOM QCOM QCOM SIAL SIAL ROST ROST ROST ROST ROST ROST ROST ROST SPLS SPLS SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SPOT SPOT SIAL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SSCC SSCC SPLS SPLS SPLS SPLS SPLS SPLS SPLS SPLS SUNW SUNW SPOT SPOT SPOT SPOT SPOT SPOT SPOT SPOT SYMC SYMC SSCC SSCC SSCC SSCC SSCC SSCC SSCC SSCC TEVA TEVA SUNW SUNW SUNW SUNW SUNW SUNW SUNW SUNW TLAB TLAB SYMC SYMC SYMC SYMC SYMC SYMC SYMC SYMC VRSN VRSN TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA WFMI WFMI TLAB TLAB TLAB TLAB TLAB TLAB TLAB TLAB XLNX XLNX WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI

To: Donald Wennerstrom who wrote (14092)	3/19/2004 5:01:50 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95657

The North American BtB numbers were released yesterday, and Gottfried has already upgraded the charts. A good one to view is: home.comcast.net The tabular data update is shown below, first the Bookings, then the Billings, and then the BtB. - Bookings - YR YR YR YR YR YR YR - 1998 1999 2000 2001 2002 2003 2004 Month (M) (M) (M) (M) (M) (M) (M) JAN 1363 997 2227 1854 645 739 1226 FEB 1233 1029 2302 1611 737 761 1306 MAR 1123 1257 2547 1197 836 777 APR 1102 1405 2716 721 996 757 MAY 1107 1514 2778 723 1105 724 JUN 933 1561 2859 731 1171 722 JUL 718 1531 2902 769 1182 707 AUG 572 1565 2984 715 1017 732 SEP 481 1511 2888 614 832 779 OCT 638 1610 2993 644 775 871 NOV 767 1695 2707 589 777 923 DEC 883 1908 2372 629 827 1181 TOTAL 10920 17581 32274 10798 10899 9673 2532 - Billings - YR YR YR YR YR YR YR - 1998 1999 2000 2001 2002 2003 2004 Month (M) (M) (M) (M) (M) (M) (M) JAN 1458 890 1604 2308 800 784 1034 FEB 1369 845 1594 2279 818 778 1148 MAR 1370 944 1745 2020 798 857 APR 1416 1099 1991 1655 815 840 MAY 1361 1217 2158 1462 870 805 JUN 1266 1288 2260 1360 927 777 JUL 1112 1375 2373 1192 969 786 AUG 1012 1441 2431 1144 995 792 SEP 846 1413 2476 961 1045 811 OCT 852 1484 2574 896 1000 867 NOV 932 1529 2422 817 976 876 DEC 921 1598 2389 819 878 963 TOTAL 13914 15122 26017 16912 10890 9937 2182 - Book to Bill - YR YR YR YR YR YR YR Month 1998 1999 2000 2001 2002 2003 2004 JAN 0.93 1.12 1.39 0.80 0.81 0.94 1.19 FEB 0.90 1.22 1.44 0.71 0.90 0.98 1.14 MAR 0.82 1.33 1.46 0.59 1.05 0.91 APR 0.78 1.28 1.36 0.44 1.22 0.90 MAY 0.81 1.24 1.29 0.49 1.27 0.90 JUN 0.74 1.21 1.27 0.54 1.26 0.93 JUL 0.65 1.11 1.22 0.65 1.22 0.90 AUG 0.56 1.09 1.23 0.62 1.02 0.92 SEP 0.57 1.07 1.17 0.64 0.80 0.96 OCT 0.75 1.08 1.16 0.72 0.78 1.01 NOV 0.82 1.11 1.12 0.72 0.80 1.05 DEC 0.96 1.19 0.99 0.77 0.94 1.23