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 : Helix Technology, a cold play on semiconductor equipment -- Ignore unavailable to you. Want to Upgrade?

To: mopgcw who wrote (993)	11/9/2001 10:29:35 AM
From: John Finley	Read Replies (2) \| Respond to of 1227

Re: SCON CDTS ISCO quite a peyton place drama Yeah, it's quite entertaining. Not too good for the field, though. Reminds me of a pack of dogs fighting over a shoe. Maybe the shoe is a Gucci loafer, but the more they wrangle the less anyone would want to wear the shoe. <g> JF

To: mopgcw who wrote (993)	11/14/2001 9:14:07 PM
From: mopgcw	Respond to of 1227

Global Orders for Chip-Making Gear From Japan Fell 75.6% in September Dow Jones Newswires TOKYO -- World-wide orders for Japanese-made semiconductor manufacturing equipment in September dropped 75.6% from a year earlier to 43.33 billion yen ($356.1 million), for the ninth consecutive month of decline, the Semiconductor Equipment Association of Japan said Wednesday. Orders posted their first fall in 23 months in January, and fell 73.5% in August. The weak data show the long-awaited market recovery remains elusive, as September orders represent a 16.9% decline from August and a 20.3% drop from July, the SEAJ said. In the fiscal half to September, total world-wide orders for Japanese-made semiconductor manufacturing equipment dropped 69.4% from the same period a year earlier to 353.40 billion yen, the association said. Hurt by a severe falloff in demand for chips used in personal computers, mobile phone handsets and network-related equipment, global semiconductor makers continue to trim their capital expenditures. Last month, Fujitsu Ltd., one of Japan's five major chip makers, again slashed its chip-related group capital spending plan for this business year to 120 billion yen from 140 billion yen it had forecast in July. The steep on-year decline in orders in September is also attributable to the year-earlier information technology boom, which saw orders peak in value terms in June 2000. The book-to-bill ratio for Japanese-made chip manufacturing equipment was 0.55 in September, compared with 0.62 in August and 0.65 in July, the association said. The ratio, computed as a three-month moving average, dropped below the key level of 1.00 for the eighth consecutive month after failing to top that level in February for the first time in 23 months. A ratio over 1.00 suggests a future increase in sales. In the domestic market, orders for chip-making equipment made by both Japanese and foreign firms in September decreased 73.4% on year to 31.63 billion yen; down 0.2% from August and down 20.8% from July, the industry body said. World-wide sales of Japanese-made semiconductor production equipment declined 45.7% in September from a year ago to 112.92 billion yen, the SEAJ said. This marked a 55.1% increase from August and a 31.3% rise from July. Domestic sales of chip-making equipment made by both Japanese and foreign firms in September fell 42.0% on year to 57.72 billion yen; but were up 51.5% from August, the SEAJ said.