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Politics : Formerly About Applied Materials

AMAT 259.92

-1.1%

Dec 30 3:59 PM EST

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To: Gottfried who wrote (49667)	7/24/2001 11:11:02 AM
From: Ian@SI	Read Replies (1) of 70976

From CEUT on BtB... Interesting to note that Tim O'Neill believes that Front End orders have started to move up. While this doesn't mean that an uptrend is firmly in place or will continue, it is a very small encouraging sign. Ian +++++++++++++++ Semiconductor Capital Equipment Jul , 24 , 2001 , 08:00 : June Book-to-Bill The June Book-to-Bill for North American equipment suppliers was released last night. As we had earlier forecasted, bookings appear to have troughed in April as front-end equipment orders ticked up slightly in both May and June. This was also confirmed in data released yesterday on Worldwide Wafer Processing orders (as opposed to this data which is U.S. only), which reported a very slight uptick in May orders. Total equipment orders (three-month-average basis) declined a bit from the revised $714.1 million in May to $704.7 million for June; a decline of approximately 1% sequentially attributed to the back end suppliers. This isn’t surprising since the ATE side is fully dependent on the trends in IC units and our forecast only just now in July shows them stabilizing. Total semiconductor equipment billings (three-month-average basis) decreased to $1.311 billion, representing an approximate 12% sequential decline. The resulting book-to-bill ratio was 0.54, which is slightly up from the revised 0.48 reported for May. The ratio is higher due to the slowing order decline rate, but declines in revenue continue and we expect the revenue trend to continue.

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