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

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Apr 12 5:00 PM EST

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To: tech101 who wrote (13420)	5/21/2004 1:25:52 PM
From: tech101	Read Replies (1) of 13565

SEMI's Book-to-Bill Ratio Climbs to 1.14 in April By Mark LaPedus Silicon Strategies 05/20/2004, 7:15 PM ET SAN JOSE, Calif.--North American-based manufacturers of semiconductor equipment posted a book-to-bill ratio of 1.14 for April, up from 1.09 in March, according to new figures from the Semiconductor Equipment and Materials International (SEMI) trade group on Thursday (May 20). A book-to-bill of 1.14 means that $114 worth of new orders were received for every $100 of product billed for the month, according to SEMI of San Jose. The SEMI book-to-bill is a ratio of three-month moving averages of worldwide bookings and billings for North American-based semiconductor equipment manufacturers. The book-to-bill figure was slightly below the original number given for March. Last month, SEMI said North American-based manufacturers of semiconductor equipment posted a book-to-bill ratio of 1.10 in March, down from 1.15 in February (see April 19 story). Meanwhile, the three-month average of worldwide bookings in April 2004 was $1.59 billion, up 16 percent from the revised March 2004 level of $1.38 billion and 111 percent above the $757 million in orders posted in April 2003. The three-month average of worldwide billings in April 2004 was $1.40 billion, up 10 percent above the revised March 2004 level of $1.27 billion and 67 percent above the April 2003 billings level of $840 million. "The strength in bookings for new semiconductor manufacturing equipment in early 2004 is consistent with both announced capital spending plans and high capacity utilization levels reported by semiconductor manufacturers," said Stanley T. Myers, president and CEO of SEMI, in a statement. "The capacity utilization trends are supported both by strong semiconductor unit growth and silicon wafer shipments in the first quarter." ...... siliconstrategies.com

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