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Politics : Formerly About Applied Materials
AMAT 249.89+3.1%3:59 PM EST
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To: Ian@SI who wrote (31679)7/30/1999 12:08:00 AM
From: Gottfried  Read Replies (1) of 70976
 
Ian, re >Global sales of semiconductor-manufacturing equipment
fell 8.4% on year in May to $1.45 billion<

Ah, the innocuous phrase on year. If that means May '99
was 8.4% less than May '98, then that statement can be made
for SEMI's reported shipments for the last 13 months. That sounds
terrible, completely ignoring the fact shipments have risen each
of the last several months and orders show an even stronger month
to month improvement. [I realize the numbers below are only
worldwide shipments of North American-based manufacturers of
semiconductor equipment].

Gottfried

SEMI monthly shipments in $ millions
1995 1996 1997 1998 1999

JAN 677 1257 1034 1458 890
FEB 705 1243 1029 1369 845
MAR 861 1256 1102 1370 944
APR 961 1354 1261 1416 1099
MAY 1025 1366 1299 1361 1179
JUN 1014 1354 1375 1266 1170
JUL 1044 1311 1476 1112
AUG 1054 1248 1536 1012
SEP 1113 1119 1672 846
OCT 1135 1072 1793 852
NOV 1223 1062 1598 932
DEC 1305 1069 1559 921
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