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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: tejek who wrote (147727)	6/18/2002 6:01:10 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 1579254

Ted, I think the manic-depressive economy is on the "depressed" part of the cycle. Maybe the upswing will begin again in the 4th quarter. Until then, I'm going to remain buckled up for the last part of the ride. This should be the last dip of the roller-coaster, and already I'm looking forward to the next slow rise up. As for Sanders, I wonder if he's tempted to kick Hector out and take over AMD's operations once again. The last time I saw Jerry, he didn't look all that healthy to me. He desperately needs to retire and become a philanthropist or something. Tenchusatsu

To: tejek who wrote (147727)	6/18/2002 7:50:30 PM
From: jjayxxxx	Read Replies (1) \| Respond to of 1579254

Re: <tonite is the b2b number> You rang? North American Semiconductor Equipment Industry Posts May 2002 Book-to-Bill Ratio of 1.26 semi.org!OpenDocument SAN JOSE, Calif., June 18, 2002 -- The North American-based manufacturers of semiconductor equipment posted $1.08 billion in orders in May 2002 (three-month average basis) and a book-to-bill ratio of 1.26, according to the May 2002 Express Report published today by Semiconductor Equipment and Materials International (SEMI). A book-to-bill of 1.26 means that $126 worth of new orders were received for every $100 of product billed for the month. The three-month average of worldwide bookings in May 2002 was $1.08 billion. The bookings figure is nine percent above the revised April 2002 level of $996 million and 50 percent above the $723 million in orders posted in May 2001. The three-month average of worldwide billings in May 2002 was $862 million. The billings figure is six percent above the revised April 2002 level of $815 million and 41 percent below the May 2001 billings level of $1.46 billion. "For the second month in a row, bookings have shown positive year-over-year growth and, for the first time since March 2001, average bookings have reached above the billion-dollar mark," said Stanley Myers, president and CEO of SEMI. "Recent forecasts showing expectations of low, single-digit growth for the chip market in 2002, suggest we will see continued sequential improvement in semiconductor capital spending with a more robust market anticipated in late 2002 or early 2003." 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. Billings Bookings Book-to-Bill (3-mo. avg.) (3 mo. avg.) December 2001 819.3 628.5 0.77 January 2002 799.9 645.2 0.81 February 2002 818.0 737.2 0.90 March 2002 797.6 835.9 1.05 April 2002 (final) 814.6 995.6 1.22 May 2002 (prelim.) 861.7 1,084.0 1.26 The data contained in this release was compiled by David Powell, Inc., an independent financial services firm, without audit, from data submitted directly by the participants. SEMI and David Powell, Inc. can assume no responsibility for the accuracy of the underlying data. The data are contained in a monthly Express Report published by SEMI that tracks billings and orders worldwide of North American-based manufacturers of equipment used to manufacture semiconductor devices, not billings and orders of the chips themselves. The June 2002 Express Report is scheduled for publication on July 19, 2002 (subject to change). 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.