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

To: Donald Wennerstrom who wrote (48593)7/20/2010 6:46:47 PM
From: Donald Wennerstrom2 Recommendations  Read Replies (1) | Respond to of 95609
 
This is the tabular update for the Bookings, Billings, and BtB table including the June data released today. Bookings is still on a rising trend followed by Billings. Backlog is also still building.

The Billings rise of 14 months is the longest unbroken string going all the way back to 1991. Billings should continue to rise for several months further from this point to continue the trend.





To: Donald Wennerstrom who wrote (48593)7/20/2010 9:49:51 PM
From: Jacob Snyder  Read Replies (1) | Respond to of 95609
 
<bookings 1.68B$>

This is higher than the peaks in bookings in May 2007 and June 2004. Since the 2000 peak, the only peak in bookings higher than today's, was in June 2006, and that one was only 100M$ higher, so we'll get there next month, or the month after.


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