Semi Equipment Analysis Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis

SOXX 296.20

-0.6%

4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Return to Sender who wrote (837)	7/23/2001 6:14:26 PM
From: Donald Wennerstrom	Read Replies (2) of 95580

Shown below is part of the press release on BtB for June. SAN JOSE, Calif., July 23, 2001 -- The North American-based manufacturers of semiconduct 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). A book-to-bill of 0.54 means that $54 worth of new orders were received for every $100 of product billed for the month. The three-month average of worldwide bookings in June 2001 was $704.7 million. The bookings figure is one percent below the revised May 2001 level of $714 million and 75 percent below the $2.86 billion in orders posted in June 2000. The three-month average of worldwide shipments in June 2001 was $1.31 billion. The shipments figure is 12 percent below the revised May 2001 level of $1.49 billion and is 42 percent below the June 2000 shipments level of $2.26 billion. "While the book-to-bill ratio improved slightly in June, total shipments and orders continued to decline," said Elizabeth Schumann, director of industry research and statistics for SEMI. "Some specific equipment categories are showing modest improvement, which could be an indication that the industry is nearing the trough of the orders cycle. Based on comments regarding the lack of forward visibility made by participants last week at SEMICON West, however, we hesitate to declare a reversal in order trends just yet." The SEMI book-to-bill is a ratio of three-month moving average bookings to three-month moving average shipments for the North American semiconductor equipment industry. Shipments and bookings figures are in millions of U.S. dollars. semi.org!OpenDocument

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next