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Politics : Formerly About Applied Materials

AMAT 301.11

+6.9%

Jan 9 9:30 AM EST

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To: Paul V. who wrote (18870)	4/17/1998 2:05:00 PM
From: Andrew Brockway	Read Replies (3) of 70976

To All: Does anyone have any thoughts on March's Chip Equipment Index at .80? Chip equipment index drops to 18-month low By J. Robert Lineback MOUNTAIN VIEW, Calif.--Worldwide shipments of semiconductor production equipment from North American suppliers nose-dived in March with the industry posting an 18-month low book-to-bill ratio of 0.80, according to market statistics released today by the Semiconductor Equipment and Materials International (SEMI) trade group here. SEMI's new book-to-bill shows that North American semiconductor equipment suppliers were only receiving $80 worth of new orders for $100 worth of products shipped last month. The latest SEMI figures reflect just how bad things have become in the chip production equipment business since last fall, when the industry began feeling the impact of the Asian financial crisis. Both shipments and orders for capital equipment slipped in March, according to SEMI's three-month moving averages. Shipments dropped 1% to $1.322 billion below February's $1.342 billion. However, SEMI noted that March's billings figure was 27% above shipments recorded a year ago. Bookings tumbled 12% in March to $1.064 billion compared to $1.214 billion in February. Compared to March 1997, the preliminary booking figure for last month was 8% lower than a year ago. "SEMI's March data indicates the continued downward trend of worldwide equipment orders, with total orders for March down by essentially the same amount as from January to February," said Dick Greene, principal analyst with SEMI. He added that these figures are in line with SEMI's latest buyers survey, which was completed in March, showing chip equipment orders likely to slip 12% in 1998

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