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To: jghutchison who wrote (24318)	2/23/2000 7:36:00 AM
From: Darryl Olson	Read Replies (2) \| Respond to of 25960

January Book to Bill at 1.34 NORTH AMERICAN SEMICONDUCTOR EQUIPMENT INDUSTRY POSTS JANUARY 2000 BOOK-TO-BILL RATIO OF 1.34 Semiconductor Equipment Bookings Up 15 Percent Over Previous Month MOUNTAIN VIEW, Calif., February 22, 2000 -- The North American-based manufacturers of semiconductor equipment posted a third-straight month of record orders in January 2000 and a Book-to-Bill ratio of 1.34, it was reported by Semiconductor Equipment and Materials International (SEMI). A book-to-bill of 1.34 means $134 in orders were received for each $100 worth of products shipped. The three-month average of worldwide shipments in January 2000 was $1.6 billion. The figure is two percent above the December 1999 level, and is 82 percent above the January 1999 shipments level of $890 million. The three-month average of bookings in January 2000 was $2.2 billion. The bookings figure is 15 percent above December 1999 and 119 percent above the $997 million posted in January 1999. January bookings came in 33 percent above the previous cycle peak of $1.63 billion booked in November 1997. The January ratio of 1.34 is the third highest in the history of the SEMI Express Report and the highest in almost five years. "We are pleased to see the robust order level for equipment. It confirms the strength of the current market cycle," said Stanley T. Myers, president of SEMI. "Continuing strength and industry stability requires that spending remain aligned with underlying semiconductor market dynamics." 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 August 99- - - - - - - - - 1,440.7 - - 1,565.1 - - 1.09 September 99 - - - - - - 1,412.9 - - 1,510.7 - - 1.07 October 99- - - - - - - - 1,484.3 - - 1,609.5 - - 1.08 November 99 - - - - - - 1,528.5 - - 1,694.5 - - 1.11 December 99 (rev) - - - 1,587.4 - - 1,892.0 - - 1.19 January 2000 (prelim.)- 1,620.4 - - 2,177.8 - - 1.34 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 February 2000 Express Report is scheduled for publication on March 20, 2000 (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 65 publicly traded equipment and materials companies, visit www.semi.org.