Atmel - the trend is about to change Message Board

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Technology Stocks : Atmel - the trend is about to change

ATML 8.140

0.0%

Apr 12 5:00 PM EST

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To: tech101 who wrote (13290)	1/21/2004 4:01:41 PM
From: tech101	Read Replies (1) of 13565

SEMI's book-to-bill jumps to 1.20 for December By Mark LaPedus, Silicon Strategies 01/20/2004, 6:25 PM ET SAN JOSE, Calif.--North American-based manufacturers of semiconductor equipment posted a book-to-bill ratio of 1.20 in December of 2003, up from 1.05 in November, according to figures from the Semiconductor Equipment and Materials International (SEMI) trade group today (January 20, 2004). A book-to-bill of 1.20 means that $120 worth of new orders were received for every $100 of product billed for the month. The SEMI book-to-bill is a ratio of three-month moving average bookings to three-month moving average billings for the North American semiconductor equipment industry. The ratio exceeded at least one forecast. The book-to-bill ratio for North American chip-equipment makers was expected to hit 1.08 for December of 2003, up from 1.04 in November, according to estimates from American Technology Research Inc. earlier today (see January 20 story). "The December data support the positive outlook for strong growth in semiconductor capital investment this year," said Stanley Myers, president and CEO of SEMI," in a statement. The three-month average of worldwide bookings in December 2003 was $1.1 billion. The bookings figure is 19 percent above the revised November 2003 level of $923 million and 33 percent above the $827 million in orders posted in December 2002. The three-month average of worldwide billings in December 2003 was $918 million. The billings figure is five percent above the revised November 2003 level of $876 million and five percent above the December 2002 billings level of $878 million.

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