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

To: Gottfried who wrote (29975)	4/16/2006 12:33:58 PM
From: Donald Wennerstrom	Respond to of 95450

Yes, that can be seen from the table. The Mar, Jun, Sep, and Dec quarters are quite a bit higher than the other months. The figure for last March was about 20.5B. As the table shows, the first 2 months of this year, while higher than last year, have a lower percentage gain than the average percent gain predicted by both SIA and S&P. Two months do not a year make, but it does start the year off in a "hole", so greater percentages than the average will be needed for some of the 10 months going forward to meet the yearly prediction(s). We have a couple of more weeks to wait to find out the March numbers. Last year the number was right at 20.5B. 7.9 percent up from there gets us to 22.1B, and 12 percent gets us to 23B. Big numbers, but something close to, or exceeding those numbers are needed to stay on track to meet the SIA and S&P yearly predictions. Message 22360187 If those chip sales hold up to expectations for the year, I find it hard to believe we are going to have a 20 percent falloff in semi-equip orders in 2H06 as predicted by the CSFB's of the world. Message 22354873 Don