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

To: Donald Wennerstrom who wrote (14105)	3/19/2004 5:23:49 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95657

The BtB is a rather poor parameter to show how the NA semi-equip sector is doing. The most important parameter is the Bookings number. Rising Bookings numbers are good and show the health of the industry going forward. The following is a "mini" table that shows the steady improvement in Bookings since the low point of 707M set last July. The second column shows the change in Bookings on a monthly basis, and the third column shows the percent of the monthly change. For reference, the fourth column shows the BtB number for that month. Note that Oct and Dec were both big months for Bookings increase, but the other months show a constantly increasing Bookings in the range of 4 to 6 percent for each month including the last month with data - February. In just 8 months, Bookings have increased from 707 to 1306 - an increase of 599, or 85 percent. As these numbers show, and Gottfried's charts show, the monthly increase in Bookings is "alive and well", and so far, does not show signs of faltering. CHGE PCT BOOK BOOK CHGE MONTH (M) (M) BOOK BtB JUL 707 0.90 AUG 732 25 4 0.92 SEP 779 47 6 0.96 OCT 871 92 12 1.01 NOV 923 52 6 1.05 DEC 1181 258 28 1.23 JAN 1226 45 4 1.19 FEB 1306 79 6 1.14