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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?


To: Proud_Infidel who wrote (728)2/28/2002 7:52:01 AM
From: Proud_Infidel  Respond to of 25522
 
SEMI Worldwide Semiconductor Equipment Market Statistics Report Shows Global Sales Totaled $28 Billion in 2001

2001 Billings Figure Reflects 41 Percent Year-Over-Year Decline

SAN JOSE, Calif., February 28, 2002 -- Semiconductor Equipment and Materials International (SEMI), the global industry association of companies that supply manufacturing technology and materials to the world's chip makers, reported today that worldwide sales of semiconductor equipment totaled $28 billion in 2001, representing a year-over-year decline of 41 percent. The data was reported in the Worldwide Semiconductor Equipment Market Statistics (SEMS) Report, now available from SEMI.

Compiled from data submitted by members of SEMI and the Semiconductor Equipment Association of Japan (SEAJ), the Worldwide SEMS Report is a summary of the monthly billings and bookings figures for the global semiconductor equipment industry. The report, which includes data for six major semiconductor producing regions and 21 product categories, shows worldwide billings totaled $28.1 billion in 2001, compared with $47.7 billion posted in 2000.

"The industry suffered its worst annual decline last year as end electronics markets and capital spending collapsed. The magnitude of the downturn was amplified in that it followed the single greatest growth year on record in our industry," said Stanley T. Myers, president and CEO of SEMI. "The good news is the apparent bottoming of the cycle as order trends have leveled and show slight improvement in the fourth quarter. The first quarter of 2002 should give an indication of how the year will fare, as historically there is a close correlation between Q1 growth momentum and overall annual growth."

While every regional market declined in 2001, Japan fared better than other regions, with billings declining 17 percent in 2001 to $7.6 billion, compared with $9.2 billion in 2000. North America, which remained the largest market for semiconductor equipment, dropped 37 percent to $8.2 billion, down from $12.9 billion posted the prior year. Europe followed in third place, declining 40 percent to $3.8 billion, compared to $8.4 billion in 2000. Taiwan, the second-largest market in 2000 with sales of $9.3 billion, dropped 65 percent to $3.2 billion. The Rest of World region (primarily Singapore, Malaysia, China and other Southeast Asia countries), which had been the fastest-growing region in 2000 with $5.9 billion in sales, declined 48 percent in 2001 to $3.1 billion. Korea dropped 44 percent to $2.2 billion from the $3.9 billion in sales posted in 2000.

2000-2001 Semiconductor Capital Equipment Market by World Region
(Dollars in U.S. Millions; Percentage Year-over-Year)

2000 2001
Region $M $M % Chng
North America $12,927 $8,183 -36.6%
Europe 6,442 3,822 -40.1%
Japan 9,197 7,595 -17.4%
Korea 3,873 2,194 -43.8%
Taiwan 9,320 3,217 -65.4%
Rest of World 5,939 3,053 -48.3%
Total Regions* $47,680 $28,065 -41.1%

Source: SEMI-SEAJ

The SEMI Worldwide SEMS Report is published monthly and is available as part of the SEMI Executive Market Data Service. The monthly report updates billings and bookings by world region and by industry segment, including wafer manufacture, mask and reticle, wafer process, assembly and packaging, test and other equipment categories. For more information about the SEMI Industry Research and Statistics program and subscription services, call SEMI Customer Service at 408.943.6901 or e-mail mktstat@semi.org.

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 assume no responsibility for the accuracy of the underlying data.

Based in San Jose, Calif., SEMI is an international industry association serving more than 2,500 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.



To: Proud_Infidel who wrote (728)2/28/2002 10:18:42 AM
From: Sun Tzu  Read Replies (1) | Respond to of 25522
 
I think you and I are in agreement. My guess at this time is that tech will have start to move up 4-6 months after the economically sensitive issues do...as for Cramer, I've never cared for him as long as I've known him. He is more of a showman than anything else. When I heard him say Q may go bankrupt, I nearly ran out and bought some (it is still a consideration). I the valuations for stocks like AMAT are too rich for me. But KLIC is more to my liking. Just the same, TYC, and SDS has done much better for me over the past 3 weeks and I expect them to keep doing better than the semicaps.

ST