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

To: Proud_Infidel who wrote (49626)	7/23/2001 4:28:25 PM
From: robert b furman	Read Replies (1) \| Respond to of 70976

Hi Brian - OT Well in the interest of buying falling knives I was just informed I bought 2000 shares of JDSU @ 9.60. If nothing else it is nice to know I'm with good company.gg Now to stem the next $9.00 decline - gulp Bob

To: Proud_Infidel who wrote (49626)	7/23/2001 5:59:45 PM
From: Shoibal Datta	Read Replies (1) \| Respond to of 70976

North American Semiconductor Equipment Industry Posts June 2001 Book-to-Bill Ratio of 0.54 SAN JOSE, Calif., July 23, 2001 -- The North American-based manufacturers of semiconductor equipment posted $705 million in orders in June 2001 and a book-to-bill ratio of 0.54, according to the June 2001 Express Report published today by Semiconductor Equipment and Materials International (SEMI). A book-to-bill of 0.54 means that $54 worth of new orders were received for every $100 of product billed for the month. The three-month average of worldwide bookings in June 2001 was $704.7 million. The bookings figure is one percent below the revised May 2001 level of $714 million and 75 percent below the $2.86 billion in orders posted in June 2000. The three-month average of worldwide shipments in June 2001 was $1.31 billion. The shipments figure is 12 percent below the revised May 2001 level of $1.49 billion and is 42 percent below the June 2000 shipments level of $2.26 billion. "While the book-to-bill ratio improved slightly in June, total shipments and orders continued to decline," said Elizabeth Schumann, director of industry research and statistics for SEMI. "Some specific equipment categories are showing modest improvement, which could be an indication that the industry is nearing the trough of the orders cycle. Based on comments regarding the lack of forward visibility made by participants last week at SEMICON West, however, we hesitate to declare a reversal in order trends just yet." 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 January 2001 2,308.4 1,854.2 0.80 February 2001 2,279.3 1,610.9 0.71 March 2001 2,020.2 1,197.3 0.59 April 2001 (final) 1,654.6 721.3 0.44 May 2001 (revised) 1,485.0 714.0 0.48 June 2001 (prelim.) 1,310.8 704.7 0.54 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 July 2001 Express Report is scheduled for publication on August 21, 2001 (subject to change). Based in San Jose, Calif., SEMI is an international industry association serving more than 2,400 companies participating in the 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.