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

To: Donald Wennerstrom who wrote (54308)	10/20/2011 8:04:40 PM
From: Donald Wennerstrom	2 Recommendations Read Replies (1) \| Respond to of 95567

This is a more detailed look at the 2011 data compared to the 2010 data. The last 3 months the Bookings have dropped off over 500M for each month compared to 2010. In July of 2010, Bookings peaked and since then have been on a downward trend. July, August, and September have shown a dramatic falloff in Bookings compare to the previous months. Totaling up the 9 months of 2011 and comparing to the 9 months of 2010, Bookings are down 862M or -6 percent. Billings are a different story since the downtrend has also been falling in July, August, and September, but not at the same rate as Bookings. Comparing the 9 month periods, Billings are ahead of 2010 by 2696M or +23 percent. With Bookings so low recently, Billings will continue to decrease going into the end of the year so the present +23 percent will continue to decrease as well. With the present comfortable margin in Billings compared to 2010, Billings should certainly end this year with a positive value compared to 2010. All that is needed is an average Billings of 750M per month for the next 3 months to equal 2010's number at year end.