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

To: Donald Wennerstrom who wrote (49049)	8/19/2010 6:59:56 PM
From: Gottfried	3 Recommendations Read Replies (1) \| Respond to of 95617

SEMI data July 2010 semi.org SEMI chart from 2001 i105.photobucket.com SEMI chart from 1995 i105.photobucket.com

To: Donald Wennerstrom who wrote (49049)	8/19/2010 7:22:49 PM
From: Donald Wennerstrom	2 Recommendations Read Replies (1) \| Respond to of 95617

This is the update of the Bookings, Billings, and BtB for the month of July. Another good month with all three elements having rising numbers compared to June(and other past months). With the small exception of Oct 09, Bookings are now up 16 months in a row. Billings are up 15 months in a row. Most importantly, both of these upward trends are the longest in the table going all the way back to the start of the table in 1999. BtB is now above 1.0 for 13 months in a row. That is longer than any period except for 1999 and 2000.