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

To: Donald Wennerstrom who wrote (54305)	10/20/2011 7:32:44 PM
From: Gottfried	1 Recommendation Read Replies (1) \| Respond to of 95561

bpNDX still 58% Oct07 Oct10 Oct11 Oct12 Oct13 Oct14 Oct17 Oct18 Oct19 Oct20 AAPL AAPL ADBE ADBE AAPL AAPL AAPL ADSK ADSK ADBE ADBE ADBE AKAM AKAM ADSK ADSK ADSK ALXN ALXN AKAM AKAM AKAM AMGN AMGN AAPL ALXN ALXN ALXN AMZN AMZN ADSK AMZN AMZN AMZN APOL APOL AAPL AKAM APOL APOL APOL ATVI ATVI ADSK ALXN ATVI ATVI ATVI BBBY BBBY AKAM AMZN BBBY BBBY BBBY BIIB BIIB AAPL ALXN APOL BIDU BIDU BIDU BRCM BRCM AKAM AMZN ATVI BIIB BIIB BIIB CA CA ALXN APOL BIDU BRCM BRCM BRCM CELG CELG AMZN ATVI BIIB CA CA CA CHKP CHKP APOL BIDU BRCM CELG CELG CELG CHRW CHRW ATVI BIIB CA CHKP CHKP CHKP CMCSA CMCSA AAPL BIDU BRCM CELG CHRW CHRW CHRW CSCO CSCO AKAM BIIB CA CHKP CMCSA CMCSA CMCSA CTSH CTSH APOL BRCM CELG CHRW CSCO CSCO CSCO CTXS CTXS ATVI CA CHKP CMCSA CTSH CTSH CTSH DELL DELL BIDU CELG CHRW CSCO CTXS CTXS CTXS DLTR DLTR BIIB CHKP CMCSA CTSH DELL DELL DELL DTV DTV BRCM CHRW CSCO CTXS DLTR DLTR DLTR EBAY EBAY CA CMCSA CTSH DELL DTV DTV DTV ERTS ERTS CELG CSCO CTXS DLTR EBAY EBAY EBAY FAST FAST AKAM CHKP CTSH DELL DTV ERTS ERTS ERTS FFIV FFIV ATVI CHRW CTXS DLTR EBAY FAST FAST FAST FISV FISV BIDU CMCSA DELL DTV ERTS FFIV FFIV FFIV FLEX FLEX BIIB CSCO DLTR EBAY FAST FISV FISV FISV GOOG GOOG BRCM CTSH EBAY ERTS FFIV FLEX FLEX FLEX GRMN GRMN CA CTXS ERTS FAST FISV GOOG GOOG GOOG INFY INFY CHKP DELL FAST FFIV FLEX GRMN GRMN GRMN INTC INTC CHRW EBAY FFIV FISV GOOG INFY INFY INFY INTU INTU CMCSA ERTS FISV FLEX GRMN INTC INTC INTC ISRG ISRG CTSH FAST FLEX GOOG INFY INTU INTU INTU JOYG JOYG CTXS FFIV GRMN GRMN INTC JOYG JOYG JOYG KLAC KLAC DELL FLEX INFY INFY INTU KLAC KLAC KLAC LRCX LRCX EBAY FSLR INTC INTC JOYG LRCX LRCX LRCX MAT MAT ERTS GRMN INTU INTU KLAC MAT MAT MAT MCHP MCHP FAST INFY JOYG JOYG LRCX MCHP MCHP MCHP NTAP NTAP FFIV INTC KLAC KLAC MAT NTAP NTAP NTAP NWSA NWSA FLEX INTU LRCX LRCX MCHP NWSA NWSA NWSA ORCL ORCL FSLR JOYG MAT MAT NTAP ORCL ORCL ORCL ORLY ORLY GRMN KLAC NTAP NTAP ORCL ORLY ORLY ORLY PAYX PAYX INFY LRCX ORCL ORCL ORLY PAYX PAYX PAYX PCAR PCAR INTC MAT ORLY ORLY PAYX PCAR PCAR PCAR QCOM QCOM KLAC ORCL PAYX PAYX PCAR PCLN PCLN QCOM ROST ROST LRCX ORLY PCAR PCAR PCLN QCOM QCOM ROST SBUX SBUX MAT PAYX PCLN PCLN QCOM ROST ROST SBUX SHLD SHLD NFLX PCLN ROST ROST ROST SBUX SBUX SHLD SIAL SIAL ORLY ROST SBUX SBUX SBUX SHLD SHLD SIAL SNDK SNDK PAYX SBUX SHLD SHLD SHLD SIAL SIAL SNDK STX STX SBUX SHLD SIAL SIAL SIAL SNDK SNDK SYMC SYMC SYMC SHLD SIAL SNDK SNDK SNDK SYMC SYMC VMED VMED VMED SIAL SNDK VOD VOD VOD VOD VOD VOD VOD VOD VOD VOD VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO

To: Donald Wennerstrom who wrote (54305)	10/20/2011 7:47:14 PM
From: Donald Wennerstrom	1 Recommendation Read Replies (1) \| Respond to of 95561

This is the update of the Bookings, Billings, and BtB for the month of September. Another month when the Bookings have receded from the prior month at a big rate. Billings have receded as well, but not as much as the Bookings showing that Backlog is decreasing to the tune of 329M. There is only 3 months of data for 2011 left to obtain to complete the year. At this point it can be predicted that Bookings for 2011 will be quite a bit less than Bookings for 2010. The Sept data for BtB is less than 1.0 for the 12th month in a row.