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


To: Donald Wennerstrom who wrote (67946)3/20/2015 3:03:04 PM
From: Donald Wennerstrom1 Recommendation

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  Read Replies (1) | Respond to of 95574
 
This is a more detailed look at the Bookings and Billings for 2015 compared to the monthly data for 2014.

Here it is very easy to see that so far through February, the comparisons are quite close to each other. Reading at the bottom line for the 2 months, Bookings are 58M(+2%) larger than last year and Billings are 35M(+1%) larger. This is like being on a racing sailboat with a 2 mile an hour wind at your back, there is no "omff" at all. We are just gently coasting along, almost dead in the water.