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

To: FJB who wrote (34989)	4/25/2000 5:50:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Robert, re >SEMI's member list includes almost all worldwide manufacturers, but the Book-to-Bill report is only for North American equipment makers.< I knew the latter, but was confused about the SEMI forecast. It must be ww, as you said. As Mitch pointed out, you can't just ramp another 100% in shipments from N.A. manufacturers. Gottfried

To: FJB who wrote (34989)	4/25/2000 6:07:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Robert, here are the slow and fast ramp forecasts by SEMI. I'm convinced now they are ww. Slow- & fast-ramp chip equipment forecasts Year Slow ramp Fast ramp 2000 $30 billion $36 billion 2001 $36 billion $43 billion 2002 $41 billion $49 billion 2003 $45 billion $46 billion 2004 $48 billion $40 billion Source: SEMI This article specifically says >Worldwide equipment sales will peak at $49 billion in 2002, if the fast- ramp forecast comes true, while chip tool revenues will reach a high point in the current business cycle of $48 billion in 2004 if the "slow-ramp" scenario plays out, according to SEMI. semibiznews.com Thank you for your explanations! Gottfried