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Politics : Formerly About Applied Materials

AMAT 261.90

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Dec 26 9:30 AM EST

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To: advocatedevil who wrote (57730)	12/18/2001 11:59:20 PM
From: advocatedevil	Read Replies (2) of 70976

"SEMI's book-to-bill expected to be 0.70-0.75 for November, says report" siliconstrategies.com Semiconductor Business News (12/18/01 18:02 p.m. EST) SAN FRANCISCO -- In another indicator that the semiconductor-equipment business is not improving, SEMI's book-to-bill ratio for North American-based tool suppliers is expected to be around 0.70-0.75--or flat--for November, according to estimates from Morgan Stanley Equity Research here today. SEMI's official book-to-bill ratio is not expected to hit the streets until Thursday afternoon, but the figures may be gloomy. The 0.70-0.75 estimates compare to an official book-to-bill ratio of 0.71 for October, according to the Semiconductor Equipment and Materials International (SEMI) trade organization of San Jose. The book-to-bill ratio for October was far cry from when the market peaked a year ago, according to SEMI (see Nov. 20 story ). Meanwhile, the three-month average of worldwide bookings is estimated to be $600 million in November of 2001, a 7.8% drop from September and a 77.8% decline from the like period a year ago, according to Morgan Stanley. The three-month average of worldwide billings is projected to hit $825 million in November, a 10% drop from September and a 65.9% decline from a year ago, according to Morgan Stanley. AdvocateDevil

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