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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (4040)	3/20/2000 9:12:00 PM
From: Jong Hyun Yoo	Read Replies (3) \| Respond to of 5867

Prepare for one of the greatest Q in terms of earning outlook: LRCX July Q will be a monster Q. looking forward to hearing the earning conference call. here is the latest BTB news: Press Room - Book-to-Bill North American Semiconductor Equipment Industry Posts February 2000 Book-to-Bill Ratio of 1.41 Semiconductor Equipment Bookings Up 120 Percent Year-Over-Year MOUNTAIN VIEW, Calif., March 20, 2000 -- The North American-based manufacturers of semiconductor equipment posted a fourth-straight month of record orders in February 2000 and a Book-to-Bill ratio of 1.41, it was reported by Semiconductor Equipment and Materials International (SEMI). A book-to-bill of 1.41 means $141 in orders were received for each $100 worth of products shipped. The three-month average of worldwide shipments in February 2000 was $1.6 billion. The figure is even with the January 2000 level, and is 90 percent above the February 1999 shipments level of $845 million. The three-month average of bookings in February 2000 was $2.3 billion. The bookings figure is two percent above January 2000 and 120 percent above the $1.03 billion posted in February 1999. February bookings came in 39 percent above the previous cycle peak of $1.63 billion booked in November 1997. The February ratio of 1.41 is the second highest in the history of the SEMI Express Report and the highest in almost five years. "Though moderated from January's 15 percent jump, total equipment bookings continued to rise in February," said Stanley T. Myers, president of SEMI. "Apparently, equipment production facilities have been running flat out as shipment levels have remained constant." 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 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 (final) 1,597.9 1,907.6 1.19 January 2000 (revised) 1,605.4 2,226.3 1.39 February 2000 (prelim.) 1,605.7 2,268.0 1.41 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 March 2000 Express Report is scheduled for publication on April 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.