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

To: Donald Wennerstrom who wrote (27590)	12/21/2005 6:29:47 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95615

This is the monthly update of the 2 tables comparing 04 and 05 SEMI Bookings and Billings through the month of November. The November update is nearly a "carbon copy" of the October report. At the bottom line, Bookings are down 4.5B+, and Billings are down 1.9B+ so far this year. Percentage wise, it looks like Bookings will be down about 30 percent, and Billings will be down about 15 percent for the year once we get the December data. The monthly variation in both Bookings and Billings for the year have remained remarkably small. - BOOKINGS - YR YR - 2004 2005 DIFF PCT MONTH (M) (M) (M) DIFF JAN 1226 986 -240 -20 FEB 1316 1024 -292 -22 MAR 1379 988 -390 -28 APR 1582 999 -583 -37 MAY 1560 1015 -544 -35 JUN 1609 1038 -571 -35 JUL 1587 1007 -580 -37 AUG 1511 1022 -489 -32 SEP 1350 984 -366 -27 OCT 1373 1094 -279 -20 NOV 1329 1093 -236 -18 DEC 1236 TOTAL 17058 11252 11 mths15822 11252 -4570 -29 - BILLINGS - YR YR - 2004 2005 DIFF PCT MONTH (M) (M) (M) DIFF JAN 1034 1259 225 22 FEB 1144 1331 187 16 MAR 1268 1273 4 0 APR 1394 1239 -155 -11 MAY 1413 1213 -200 -14 JUN 1503 1152 -351 -23 JUL 1527 1078 -449 -29 AUG 1498 1056 -442 -30 SEP 1441 1088 -353 -24 OCT 1431 1146 -285 -20 NOV 1339 1184 -155 -12 DEC 1317 TOTAL 16309 13018 11 mths14992 13018 -1974 -13

To: Donald Wennerstrom who wrote (27590)	12/21/2005 7:14:23 PM
From: etchmeister	Read Replies (1) \| Respond to of 95615

Hi Don on AMAT board we talked about some discrepancy between bookings and billings; so I did some crunching to see when the surplus in billings occurred. Beginning with Q2 2005 billings start to outstrip bookings; Q1 2004 makes sense to me as bookings exceed billings. By March 2005 all the bookings surplus "melted" away but billings continue to exceed bookings - IOW net billings continue to increase as of Q2 2005. I just subtracted your monthly billings from bookings/ (-) would represent billings exceed bookings for the month (perhaps SEMI does need to get an audit) YR YR YR 2003 2004 2005 (M) (M) (M) (M) (M) (M) 739 784 -45 1226 1034 192 986 1259 -273 761 778 -17 1316 1144 172 1024 1331 -307 777 857 -80 1379 1268 111 988 1273 -285 757 840 -83 1582 1394 188 999 1239 -240 724 805 -81 1560 1413 147 1015 1213 -198 722 777 -55 1609 1503 106 1038 1152 -114 707 786 -79 1587 1527 60 1007 1078 -71 732 792 -60 1511 1498 13 1022 1056 -34 779 811 -32 1350 1441 -91 984 1088 -104 871 867 4 1373 1431 -58 1094 1146 -52 923 876 47 1329 1339 -10 1093 1184 -91 1181 963 1236 1317