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


To: Donald Wennerstrom who wrote (74748)1/25/2017 4:05:46 PM
From: Donald Wennerstrom4 Recommendations

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Sam
Woody_Nickels

  Read Replies (2) | Respond to of 95541
 
This is a historic moment. This is the last issue of this table that spans a 26 year history of Bookings and Billings from 1991 through 2016. The table cannot be expanded further because the SEMI organization has decided to end their reporting of North American Bookings, Billings, and BtB data as they have been for this past many years. They will continue to report data on a monthly basis, but it will be in a different way and format.

The last entry in the table for the month of December was the highest ever for Bookings, and the 2nd highest ever for Billings(2007 was slightly higher) over the 26 year period with the exception of the year 2000. At the bottom line, both Bookings and Billings have shown a nice uptrend for the last 3 years from the interim bottom of 2013. A lot of good historical data in the table for those readers who like that sort of review.

At the bottom of the table is a simple chart that shows the Bookings and Billings over the 26 year period. The chart makes it easier to compare bottom line yearly numbers at a glance.






To: Donald Wennerstrom who wrote (74748)1/29/2017 1:31:08 PM
From: robert b furman  Respond to of 95541
 
HI Don,

Also in addition to the trends you note - just think of all the bankruptcies and mergers that have taken out the firms that have fallen by the wayside?

Too many to list - which just goes to show the survivors have consolidated their market niches.

Those installed owner bases now provide reoccurring purchases, that provide stability beyond the cyclical nature of capital equipment cycles.

Bob