Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Sarmad Y. Hermiz who wrote (2701)	8/29/2002 12:04:26 AM
From: Gottfried	Read Replies (1) \| Respond to of 25522

Sarmad, for PnFers it needs to stay above $12.50 to avoid a Pnf sell signal. $17.00 is a new buy signal. stockcharts.com Gottfried PS: all the bp on StockCharts are holding up. Nary a change today.

To: Sarmad Y. Hermiz who wrote (2701)	8/29/2002 8:34:17 AM
From: Proud_Infidel	Respond to of 25522

Japan Jul Chip-Making Equip Orders +42.5%; B/B Ratio Down Thursday August 29, 4:15 am ET TOKYO -(Dow Jones)- Global orders for Japanese semiconductor manufacturing equipment grew for the fifth straight month in July, rising 42.5% on year to Y77.43 billion, the Semiconductor Equipment Association of Japan said Thursday. However, the book-to-bill ratio for Japanese equipment, computed as a three- month moving average, dropped to 1.61 in July from a revised 1.92 in June, according to the industry body, reflecting growing concern over the robustness of the global chip market recovery. An SEAJ spokesman said, "Just from looking at this (data), we believe it's too early to say the trend has started weakening. On-year growth as well as B/B ratio levels remain very strong, with July orders brisk especially in the domestic market." The ratio topped the key 1.00-mark in April for the first time since January 2001. A book-to-bill of 1.61 means that Y161 of new orders were received for every Y100 of products billed for the month. The book-to-bill ratio stood at 1.61 in May and 1.26 in April, according to SEAJ. Orders have been brisk since earlier this year, as semiconductor makers, particularly in Asia, increase capital spending amid the upturn in global chip demand from late last year. In March, global orders for Japanese chip manufacturing equipment rose on year for the first time in 15 months. But the outlook is growing increasingly uncertain for later this year. With the recovery in the global chip market still fragile, some global semiconductor giants, including the world's largest contract chip maker Taiwan Semiconductor Manufacturing Co. , have reduced capital spending plans this year. In month-on-month terms, global orders for Japanese chip manufacturing equipment in July declined 10.0%. In the domestic market, July orders for chip-making equipment made by both Japanese and foreign companies jumped 50.6% on year to Y60.12 billion - the first on-year rise since January 2001, the association said. Domestic orders in July rose 74.9% from June. "It seems a large order came from just one company. It is unclear whether this trend will hold," the SEAJ spokesman said. Meanwhile, worldwide sales of Japanese-made semiconductor production equipment declined 25.6% in July from a year ago to Y64.03 billion. Domestic sales of chip-making equipment made by both Japanese and foreign companies dropped 45.7% on year to Y34.89 billion in the month, SEAJ said. Japanese makers are prominent global suppliers of chip production equipment. Six Japanese companies ranked among the world's top 10 chip-making equipment makers in 2001, including Tokyo Electron Ltd. (J.TKE or 8035), Nikon Corp. ( J.NIK or 7731) and Advantest Corp. (J.ADV or 6857).