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

To: Donald Wennerstrom who wrote (1649)	7/19/2002 5:46:30 PM
From: Cary Salsberg	Respond to of 25522

I agree! The market has been following perfectly rational logic for years now and this AMAT movement is the only pimple marring a divine countenance!<g>

To: Donald Wennerstrom who wrote (1649)	7/19/2002 7:32:06 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25522

SEMI's book-to-bill hits 1.28 in June Semiconductor Business News (07/19/02 07:18 p.m. EST) SAN JOSE -- North American-based manufacturers of semiconductor equipment posted a book-to-bill ratio of 1.28 for June, up from 1.27 in the previous month, according to figures from the Semiconductor Equipment and Materials International (SEMI) trade association here today. 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. A book-to-bill of 1.28 means that $128 worth of new orders were received for every $100 of product billed for the month. The three-month average of worldwide bookings in June 2002 was $1.16 billion. The bookings figure is 5% above the revised May 2002 level of $1.11 billion and 59% above the $731 million in orders posted in June 2001. The three-month average of worldwide billings in June 2002 was $906 million. The billings figure is 4% above the revised May 2002 level of $869.6 million and 33% below the June 2001 billings level of $1.36 billion. "Amidst mixed signals about capital spending plans from global chip makers, the North American-based semiconductor equipment industry has posted several months of incremental billings growth," said Stanley Myers, president and CEO of SEMI, in a statement. "While there are concerns about the strength of improvements this year, seven months of sequential bookings growth and our recent industry consensus survey support expectations for a market rebound in 2003 and 2004," he said.