The North American-based manufacturers of semiconductor equipment posted $705 million in orders in June 2001 and a book-to-bill ratio of 0.54, according to the June 2001 Express Report published today by Semiconductor Equipment and Materials International (SEMI).
beat the avg. meam consen. by .01 and beat GSCO order # by 5M
Last 3 monthes
b2b april .44....may .48...june .54
Shipments Bookings Book-to-Bill
January 2001 2,308.4 1,854.2 0.80
February 2001 2,279.3 1,610.9 0.71
March 2001 2,020.2 1,197.3 0.59
April 2001 (final) 1,654.6 721.3 0.44
May 2001 (revised) 1,485.0 714.0 0.48
June 2001 (prelim.) 1,310.8 704.7 0.54
15:12 ET Semi Equip Book/Bill : Industry group SEMI's book/bill ratio for the semi equipment industry will be
released after the close. After plunging for months, the index edged up to 0.46 in May from 0.44 in Apr. The mean
estimate of 4 firms who provided numbers for June is 0.53. However, analysts are taking pains to point out that the
increase might occur because shipments are falling faster than orders, and therefore suggest the focus should be the
orders number; of 5 firms whose comments we reviewed, 3 expected a decline in orders vs May's $604 mln; 2 an
increase, with Goldman Sachs the most optimistic at $700 mln. |
