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To: Peter H. Mack who wrote (8267)	8/23/2000 2:07:00 AM
From: DJBEINO	Respond to of 9582

Taiwan offices, markets closed due to Typhoon Bilis +++++++++++ Tokyo, Aug. 23 (Bloomberg) -- Japanese chipmakers rose as Toshiba Corp. staged its biggest three-day rally since March after saying it will boost spending this fiscal year, fueling optimism demand for semiconductors is still growing.

To: Peter H. Mack who wrote (8267)	8/23/2000 2:08:46 AM
From: DJBEINO	Read Replies (1) \| Respond to of 9582

North American Semiconductor Equipment Industry Posts July 2000 Book-to-Bill Ratio of 1.23 Industry Continues Upward Pace Posting Record Orders and Shipments SAN JOSE, Calif., Aug. 22 /PRNewswire/ -- Shaking off its typical summer sluggishness, the North American-based manufacturers of semiconductor equipment posted another record month for bookings and shipments in July 2000 with a book-to-bill ratio of 1.23, it was reported by Semiconductor Equipment and Materials International (SEMI). A book-to-bill of 1.23 means that orders were 23 percent higher than shipments for the month, indicating an expanding market. The three-month average of worldwide shipments in July 2000 was $2.4 billion. The figure is five percent above the June 2000 level, and is 73 percent above the July 1999 shipments level of $1.4 billion. July shipments came in 45 percent above the previous cycle peak of $1.6 billion shipped in November 1997. The three-month average of bookings in July 2000 was $2.9 billion. The bookings figure is 2.5 percent above June 2000 orders and 91 percent above the $1.5 billion in orders posted in July 1999. July bookings came in 79 percent above the previous bookings cycle peak (also in November 1997) of $1.6 billion. ``A review of the historical data shows that in six of the last nine years, the industry has typically seen bookings drop in July. The momentum of the current cycle, however, has been strong enough to keep orders edging upward,'' said Elizabeth Schumann, director of industry research and statistics for SEMI. ``The fundamentals of the semiconductor industry remain strong, with continued demand for chips driving the move to add capacity and adopt new manufacturing technologies.'' 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. Shipments Bookings Book-to-Bill February 2000 1,594.3 2,301.5 1.44 March 2000 1,744.9 2,546.5 1.46 April 2000 1,991.4 2,715.7 1.36 May 2000 (final) 2,157.7 2,778.3 1.29 June 2000 (revised) 2,259.0 2,859.2 1.27 July 2000 (prelim.) 2,376.1 2,930.0 1.23 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 August 2000 Express Report is scheduled for publication on September 21, 2000 (subject to change). Based in San Jose, Calif., SEMI is an international trade association serving more than 2,400 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, visit SEMI on the Internet at www.semi.org. SOURCE: Semiconductor Equipment and Materials International biz.yahoo.com