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To: Nutty Buddy who wrote (2616)1/22/2002 7:09:54 PM
From: Proud_Infidel  Read Replies (1) | Respond to of 7827
 
Chip-equipment market shows some improvement as book-to-bill hits 0.78, says SEMI
Semiconductor Business News
(01/22/02 18:44 p.m. EST)

SAN JOSE -- The semiconductor-equipment market appears to have hit the bottom and is showing some improvement amid the current and severe IC downturn.

North American-based manufacturers of semiconductor equipment posted a book-to-bill ratio of 0.78 for the month of December, according to new figures from the Semiconductor Equipment and Materials International (SEMI) trade association here today. A book-to-bill of 0.78 means that $78 worth of new orders were received for every $100 of product billed for the month.

This figure was a slight improvement over the previous month. In November, North American-based manufacturers of semiconductor equipment posted a book-to-bill ratio of 0.73, according to SEMI (see Dec. 20 story ).

There are other positive signs as well. The three-month average of worldwide bookings was $652.4 million for December, according to SEMI. The bookings figure is about 7% above the revised $609.3 million figure from last month, but 73% below the $2.37 billion level posted in the like period a year ago, according SEMI.

The three-month average of worldwide billings was $834.9 million in December, SEMI said. The billings figure is approximately 0.7% above the revised $829.5 million figure in November, but is 65% below the $2.39 billion level in the like period a year ago, they added.

"There are some indications that capacity utilization and unit volume output have improved from the 2001 lows, in particular for some segments of the assembly and test markets," said Stanley Myers, president and CEO of SEMI. "Chip and equipment companies, however, remain cautious about the near-term outlook because of uncertainty with the overall economic recovery," Myers said.

The SEMI book-to-bill is a ratio of three-month moving average bookings to three-month moving average billings for the North American semiconductor equipment industry. Billings and bookings figures are in millions of U.S. dollars.



To: Nutty Buddy who wrote (2616)1/24/2002 7:26:01 PM
From: Nutty Buddy  Read Replies (1) | Respond to of 7827
 
I won't be available to do the weekend updates of my charts, so here they are as of market close Thursday, 01/24 (ready by 8:30PM EST):

Weekly update of market, volume, and volatility trends(based on the 250 stocks I follow):

Updated for close of trading day 01/24/2001

Market Trends:

"The Flaming Bull" based on short term technical data : home.mindspring.com

One year short term "Technical History" : home.mindspring.com

Actual short term technical ratings of each stock with 10 day trend : home.mindspring.com

"The Simple Trend" based on 50 day moving technical history : home.mindspring.com

"Market Volume Trend" : home.mindspring.com

"Market Volatility Trend" : home.mindspring.com

"Market Volatility Range Trend" : home.mindspring.com

"Volatility By Stock" : home.mindspring.com

The directing page with explanations of all of the above: home.mindspring.com
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The Power Volume!:

"Money Inflow Surge Relative Strength-Top 32" daily trend : home.mindspring.com

"Money Inflow Surge Actual Formula Results - All 250" six day trend : home.mindspring.com

"Top Increase In 50 Day Average Volume In 15 Days" top 50 stocks : home.mindspring.com

The "Best To Worst" Power Volume Performers - last 50 days : home.mindspring.com

The directing page with explanations for the above: home.mindspring.com
___________________________________________________________________________________

FUNdamentals (NEW! still under construction preview):

"Price-To-Earnings" Showing Other Fundamental Data - home.mindspring.com

"Hope For The Big Bagger" (Gain required to 52 week high) - home.mindspring.com

"There's Something In My Shorts!" (Short Interest) - home.mindspring.com

"But I Have The Revenues" (Price-to-Revs ratios) - home.mindspring.com

"Book Him Dano!" (Price-to-Book ratios) -http://home.mindspring.com/~bconyers/pricetobook.htm

The directing page with explanations for the above: home.mindspring.com
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The 250 stocks I follow : home.mindspring.com

Home Page : home.mindspring.com

* Some charts best viewed with IE 5 or above

Buddy