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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: stockman_scott who wrote (51568)	5/16/2002 6:05:36 PM
From: Sully-	Read Replies (1) \| Respond to of 65232

North American Semiconductor Equipment Industry Posts April 2002 Book-to-Bill Ratio of 1.20 SAN JOSE, Calif., May 16, 2002 -- The North American-based manufacturers of semiconductor equipment posted $982 million in orders in April 2002 (three-month average basis) and a book-to-bill ratio of 1.20, according to the April 2002 Express Report published today by Semiconductor Equipment and Materials International (SEMI). A book-to-bill of 1.20 means that $120 worth of new orders were received for every $100 of product billed for the month. The three-month average of worldwide bookings in April 2002 was $982 million. The bookings figure is 17 percent above the revised March 2002 level of $836 million and 36 percent above the $721 million in orders posted in April 2001. The three-month average of worldwide billings in April 2002 was $822 million. The billings figure is three percent above the revised March 2002 level of $798 million and 50 percent below the April 2001 billings level of $1.65 billion. "While the jump in April's numbers likely reflect an end-of-quarter up-tick in bookings, the fact that we have seen bookings improve for five consecutive months is a promising sign that the market for semiconductor equipment is beginning to recover from the downturn of 2001," said Stanley Myers, president and CEO of SEMI. "Recent announcements by leading foundries of increased capital spending plans for 2002 are another sign of an brightening market outlook." 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. semi.org!OpenDocument

To: stockman_scott who wrote (51568)	5/16/2002 11:07:56 PM
From: Jim Willie CB	Read Replies (2) \| Respond to of 65232

all this Bush blame game is so petty sure, govt officials could have done more sure, Boston Logan officials could have done more but whoever was in charge in WashDC, he would have done too little but whoever was in charge in Boston, he would have done too little people in charge do too little for the people, and too much for their friends nothing will change in this element of human nature when your party has almost no solutions, no ideas, no leaders, they play the blame game really looking forward to Nov02 to make Congress Republican we need a backfire to silence the shrill voices why not put forth some new ideas to remove obstacles to energy projects on American soil? why not put forth some ideas on original funding for fuelcell research, development, and subsidies? why not any ideas that dont appear like the same old same old empty thoughts, retread from the past 30 years many of their old ideas have put the nation on a near bankrupt status heck, if Moody's evaluated the USGovt with the same strict standards that it does to private companies, it would put US debt way below A status / jim

To: stockman_scott who wrote (51568)	5/17/2002 7:42:30 AM
From: Eddy Blinker	Respond to of 65232

<<Airport test of biometric systems worked, firms say>>> stockman_scott, If I were in charge of Home Land Security I would request the urgent allocation of government funds (2billion I would need) to start at once a project To find effective tools to detect human carriers of highly infectious diseases who probably enter the USA to spread the relevant bacteria in blitz actions around. F^%$# the pictures. The camera is looking certain death right into the eye but is not able to connect. The product is therefore not adequately representing todays technology. It is a quick fix product exploiting Angst. IMO we need more survival products and less surveillance crap. Things are going out of hand all around the world. Just because a few landgrabbers refuse to give back the loot. Regards, ED