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Technology Stocks : Semi Equipment Analysis

SOXX 299.67

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Nov 12 4:00 PM EST

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To: Donald Wennerstrom who wrote (1240)	10/23/2001 8:25:46 PM
From: Return to Sender	Read Replies (2) of 95406

The Book-to-Bill is out... Ouch! semi.org!OpenDocument North American Semiconductor Equipment Industry Posts September 2001 Book-to-Bill Ratio of 0.65 SAN JOSE, Calif., October 23, 2001 -- The North American-based manufacturers of semiconductor equipment posted $644 million in orders in September 2001 and a book-to-bill ratio of 0.65, according to the September 2001 Express Report published today by Semiconductor Equipment and Materials International (SEMI). A book-to-bill of 0.65 means that $65 worth of new orders were received for every $100 of product shipped for the month. The three-month average of worldwide bookings in September 2001 was $644 million. The bookings figure is 11 percent below the revised August 2001 level of $724 million and 78 percent below the $2.89 billion in orders posted in September 2000. The three-month average of worldwide shipments in September 2001 was $993 million. The shipments figure is 13 percent below the revised August 2001 level of $1.15 billion and is 60 percent below the September 2000 shipments level of $2.48 billion. "As expected, recent global events have exacerbated the already poor forward visibility for high-tech industries as consumer confidence remains weak and businesses hold off on spending," said Stanley Myers, president and CEO of SEMI. "Industry analysts have been fairly unified in pushing out the timing of recovery for the semiconductor and capital equipment industries; it is still too early to determine the long-term fiscal effects of ongoing geo-political events." 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.

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