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


To: robert b furman who wrote (39763)8/1/2008 1:25:58 PM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 95617
 
Bob, I couldn't agree with you more. We need more orders, but at the moment that keeps stretching into the future. Orders have been trending downward for some time, and maybe we are reaching a bottom, but in the meantime, Backlog keeps dropping.



Since January of 07, Billings have exceeded Bookings thru June of 08, a period of 18 months. Total Backlog over this period has decreased by over 3B. Also note that Bookings "peaked" in June 07 and have been trending downward ever since.