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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Mel Spivak who wrote (9009)	11/22/2000 3:28:10 PM
From: geoffrey Wren	Read Replies (1) \| Respond to of 10921

Is the group shell-shocked? Still, we are getting no more respect than the internets. BTB does not look so bad, at least on paper.Still, if these numbers are rights, should not backlog be building a lot? (if orders are so much more than shipments). Yet it seems that the companies I own are not reporting increasing backlog. semi.org!OpenDocument SAN JOSE, Calif., November 21, 2000 -- The North American-based manufacturers of semiconductor equipment posted record orders of more than $3 billion in October 2000 and a book-to-bill ratio of 1.17, it was reported by Semiconductor Equipment and Materials International (SEMI). A book-to-bill of 1.17 means that orders were 17 percent higher than shipments for the month, indicating an expanding market. The three-month average of worldwide bookings in October 2000 was $3.04 billion. The bookings figure is five percent above the September 2000 level and 89 percent above the $1.61 billion in orders posted in October 1999. The three-month average of worldwide shipments in October 2000 was $2.59 billion. The shipments figure is five percent above the September 2000 level and is 75 percent above the October 1999 shipments level of $1.48 billion. "Following what appears to have been a seasonal pause in growth through the summer months, orders for new semiconductor equipment re-accelerated in October," said Stanley Myers, president and CEO of SEMI. "While the total equipment ratio was even with last month, orders exceeded $3 billion and front order growth was the strongest we've seen in six months." 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. Shipment Bookings Book-to-Bill May 2000 2,157.7 2,778.3 1.29 June 2000 2,259.6 2,858.8 1.27 July 2000 2,373.0 2,901.5 1.22 August 2000 (final) 2,431.0 2,984.1 1.23 Sept. 2000 (revised) 2,474.7 2,883.4 1.17 10/2000 Prelim.) 2,593.1 3,038.6 1.17