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

To: Donald Wennerstrom who wrote (53324)	8/19/2011 10:56:24 AM
From: Donald Wennerstrom	2 Recommendations Read Replies (1) \| Respond to of 95530

This is a closer look at the Bookings and Billings for this year compared to last year's results. Big changes are going on in the Bookings area with respect to last year. The month of July is down over 500M from the month of July last year. This result corresponds to the articles we have been reading for some time now about the coming slow down. Companies are pulling back in their buying of cap ex recently. Billings did not decline as much as Bookings, but that will follow in the next few months as Bookings slump. This will constrain robust earnings as the months continue to unfold.