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

To: Donald Wennerstrom who wrote (59967)	5/23/2013 5:54:53 PM
From: Donald Wennerstrom	2 Recommendations Read Replies (1) \| Respond to of 95616

This is a closer look at the Bookings and Billings compared on a month by month basis so far to the data from last year, 2012. Looking at the Bookings side first, notice the downtrend in the "Diff" from Jan to April. Bottom line for the 4 months, Bookings are down 1147M compared to last year. Incidentally, there is great correlation here with the analyst expectations for the SOXM stocks in terms of reduced revenue and earnings compared to 2012. The analysts peering into 2014 expect a return to good growth in revenue and earnings, but this remains to be seen if this really comes to pass. Good actual data for the beginning of 2014 is still about 12 months away. Looking at the Billings side, the downtrend compared to 2012 is even a little worse than Bookings. Bookings is down -21 percent so far this year, but Billings is down -24 percent for the first 4 months. Billings for the month of April is down -26 percent from last year.