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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (33299)	11/22/1999 11:26:00 AM
From: Tito L. Nisperos Jr.	Read Replies (1) \| Respond to of 70976

Gottfried, Thanks for the Options site. (EOM)

To: Gottfried who wrote (33299)	11/23/1999 12:52:00 AM
From: Ross	Respond to of 70976

It used to be that everyone was jumping up and down for this. Maybe this is last month and I can't read the date. I like it. NORTH AMERICAN SEMICONDUCTOR EQUIPMENT INDUSTRY POSTS OCTOBER 1999 BOOK-TO-BILL RATIO OF 1.09 Monthly Equipment Bookings Up Six Percent Over September; Up 150 Percent From One Year Ago MOUNTAIN VIEW, Calif., November 22, 1999 -- The North American-based manufacturers of semiconductor equipment posted an October 1999 Book-to-Bill ratio of 1.09, it was reported by Semiconductor Equipment and Materials International (SEMI). A book-to-bill of 1.09 means $109 in orders were received for each $100 worth of products shipped. The three-month average of worldwide shipments in October 1999 was $1.47 billion. The figure is four percent above the September 1999 level, and is 72 percent above the October 1998 shipments level of $852 million. The three-month average of bookings in October 1999 was $1.59 billion. The bookings figure is six percent above September 1999, and is 150 percent above the $638 million posted in October 1998. "The October numbers show that equipment orders are back on track for full recovery," said Stanley Myers, president of SEMI. "The resurgence of the global semiconductor industry, coupled with positive economic and industry forecasts for 2000, appear to be finally spurring growth in capital spending." The SEMI book-to-bill is a ratio of three-month moving average bookings to three-month moving average shipments for the North American semiconductor equipment industry. Shipments and bookings figures are in millions of U.S. dollars. Month Shipments Bookings Book-to-Bill May 99 1,216.7 1,514.2 1.24 June 99 1,288.3 1,560.5 1.21 July 99 1,375.2 1,530.9 1.11 August (final) 1,440.7 1,565.1 1.09 September (revised) 1,406.5 1,502.2 1.07 October 99 (prelim.) 1,465.0 1,592.0 1.09 The data contained in this release was compiled by the independent public accounting firm of Arthur Andersen LLP, without audit, from data submitted directly by the participants. SEMI and Arthur Andersen LLP can assume no responsibility for the accuracy of the underlying data. The data are contained in a monthly Express Report published by SEMI that tracks shipments and orders worldwide of North American-based manufacturers of equipment used to manufacture semiconductor devices, not shipments and orders of the chips themselves. The November 1999 Express Report is scheduled for publication on December 20, 1999 (subject to change). Based in Mountain View, Calif., SEMI is an international trade association serving more than 2,300 companies participating in the $65 billion semiconductor and flat panel display equipment and materials markets. SEMI maintains offices in Austin, Beijing, Boston, Brussels, Hsinchu, Moscow, Seoul, Singapore, Tokyo and Washington, D.C. For more information about SEMI, including the SEMIndex, a global stock index of 66 publicly traded equipment and materials companies, visit www.semi.org. ASSOCIATION CONTACTS: Mike Droeger/SEMI Ph: 650.940.6953 E-mail: mdroeger@semi.org Jonathan Davis/SEMI Ph: 650.940.6937 E-mail: jdavis@semi.org # # # About SEMI \| Calendar \| Channel \| Events \| Find Members \| Our Industry \| Market Statistics \| Press Room \| Products \| Public Policy \| SEMIndex \| Standards \| Tech Watch Legal Information and Terms of Use ¸SEMI 1999