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

To: Proud_Infidel who wrote (50994)	8/22/2001 11:55:04 AM
From: Ian@SI	Read Replies (2) \| Respond to of 70976

Frontend equipment orders for July were at $672.5 million, a slight increase over $654.9 million in June, according to the SEMI Express Report. The book-to-bill for wafer fab frontend tools was at 0.70 in July. Actually, given that this is a 3 month moving average; and on the presumption that actual monthly Front End bookings for April, May and June were relatively flat, there would have been about a 10% jump in orders during July. Given that July and August tend to be the slowest months of the year, this strikes me as either being quite impressive; or, there was an anomaly in the July data. With the backend also showing a sharp recovery in the July data, I'm leaning toward "quite impressive". Ian