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

To: robert b furman who wrote (76064)6/26/2017 11:00:10 AM
From: Donald Wennerstrom  Respond to of 95656
 
Hi Bob, good to hear from you.

Yes, the YoY increases in Billings for this year compared to last year are "awesome". For the last 3 months, the numbers have "wiped out" the previous highs in the year 2000. The May number just released was 2273M. This number is already higher than the June number for 2000 of 2260M. It will be very interesting to see if the number for this coming June will continue to keep the uptrend intact.


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