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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: JRI who wrote (3352)	3/19/2001 12:19:36 AM
From: jtech	Read Replies (1) \| Respond to of 52237

Use this to compare. 8:30 am I believe. _News Book-to-Bill Numbers Still Breaking Records, SEMI Says Aug 23, 2000 --- Indicating another record month for bookings and shipments within the industry, San Jose-based Semiconductor Equipment and Materials International (SEMI) said today the book-to-bill ratio for July was 1.23. Orders were 23 percent higher than shipments for the month, indicating an expanding market. The three-month average of worldwide shipments in July was $2.4 billion. The figure is five percent above the June level, and is 73 percent above the July 1999 shipments level of $1.4 billion, SEMI said. 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 was $2.9 billion. The bookings figure is 2.5 percent above June orders and 91 percent above the $1.5 billion in orders posted in July 1999, SEMI said. July bookings came in 79 percent above the previous bookings cycle peak (also in November 1997) of $1.6 billion. The book-to-bill ratio has, however, seen a steady decline this year, from 1.44 in February to 1.36 in April and 1.27 in June. “A review of the historical data shows that in six of the last nine years, the industry has typically seen bookings drop in July,” said Elizabeth Schumann, director of industry research and statistics for SEMI, in a statement. “The momentum of the current cycle, however, has been strong enough to keep orders edging upward. 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.