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Technology Stocks : Semi Equipment Analysis

SOXX 328.78

+2.9%

Jan 9 4:00 PM EST

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To: StanX Long who wrote (13421)	2/19/2004 11:39:09 PM
From: StanX Long	Read Replies (2) of 95703

SEMI remains bullish despite drop in book-to-bill Silicon Strategies 02/19/2004, 6:25 PM ET SAN JOSE, Calif.--North American-based manufacturers of semiconductor equipment posted a book-to-bill ratio of 1.18 in January of 2004, down from 1.23 in December of 2003, according to new figures from SEMI. A book-to-bill of 1.18 means that $118 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. Officials from SEMI were bullish despite the drop in the book-to-bill for fab-tool makers in North America. "Order levels for new semiconductor manufacturing equipment have improved significantly from a year ago," said Stanley Myers, president and CEO of SEMI, in a statement. "SEMI members have seen six months of sequential improvement in total equipment orders and capital spending is expected to remain strong into 2004 as a broadbased industry recovery continues," he said. The three-month average of worldwide bookings in January 2004 was $1.22 billion. The bookings figure is 4 percent above the revised December 2003 level of $1.18 billion and 66 percent above the $739 million in orders posted in January 2003. The three-month average of worldwide billings in January 2004 was $1.04 billion. The billings figure is 8 percent above the revised December 2003 level of $963 million and 33 percent above the January 2003 billings level of $784 million

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