Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Wolf speed -- Ignore unavailable to you. Want to Upgrade?

To: Morris Catt who wrote (5531)	8/22/2001 2:29:55 AM
From: Morris Catt	Read Replies (2) \| Respond to of 10712

SEMI BOOK to BILL EDGING BACK! North American Semiconductor Equipment Industry Posts July 2001 Book-to-Bill Ratio of 0.67 SAN JOSE, Calif., August 21, 2001 -- The North American-based manufacturers of semiconductor equipment posted $764 million in orders in July 2001 and a book-to-bill ratio of 0.67, according to the July 2001 Express Report published today by Semiconductor Equipment and Materials International (SEMI). A book-to-bill of 0.67 means that $67 worth of new orders were received for every $100 of product shipped for the month. The three-month average of worldwide bookings in July 2001 was $764.2 million. The bookings figure is five percent above the revised June 2001 level of $727.5 million and 74 percent below the $2.9 billion in orders posted in July 2000. The three-month average of worldwide shipments in July 2001 was $1.14 billion. The shipments figure is 12 percent below the revised June 2001 level of $1.3 billion and is 52 percent below the July 2000 billings level of $2.4 billion. "Slightly higher orders and a continued decline in billings resulted in a higher book-to-bill ratio for the month of July," said Elizabeth Schumann, director of industry research and statistics for SEMI. "The bookings figures provide some indication that capital equipment orders may have reached bottom, though capital equipment manufacturers remain cautious given the existing uncertainties for the world's economies and for the semiconductor industry looking ahead." 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 2001 2,279.3 1,610.9 0.71 March 2001 2,020.2 1,197.3 0.59 April 2001 1,654.6 721.3 0.44 May 2001 (final) 1,461.8 723.4 0.49 June 2001 (revised) 1,294.7 727.5 0.56 July 2001 (prelim.) 1,138.9 764.2 0.67 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 2001 Express Report is scheduled for publication on September 18, 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.