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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: The Ox who wrote (6249)	10/17/2002 4:23:35 PM
From: Kirk ©	Respond to of 95427

They would have made a penny or two if they didn't try to play the stock market. Net loss for the quarter was $13.7 million, or $0.11 per diluted share, including a non-taxable loss of $16.4 million on equity derivative contracts in Lam stock recorded in Other Expense. Shares: 126,931,000 take that out and you get $2.7M/126.9M = +2.1¢ a share ( a positive number )

To: The Ox who wrote (6249)	10/17/2002 7:20:10 PM
From: Return to Sender	Respond to of 95427

North American Semiconductor Equipment Industry Posts September 2002 Book-to-Bill Ratio of 0.84 semi.org!OpenDocument SAN JOSE, Calif., October 17, 2002 -- The North American-based manufacturers of semiconductor equipment posted $823 million in orders in September 2002 (three-month average basis) and a book-to-bill ratio of 0.84, according to the September 2002 Express Report published today by Semiconductor Equipment and Materials International (SEMI). A book-to-bill of 0.84 means that $84 worth of new orders were received for every $100 of product billed for the month. The three-month average of worldwide bookings in September 2002 was $823 million. The bookings figure is 19 percent below the revised August 2002 level of $1.02 billion yet 34 percent above the $614 million in orders posted in September 2001. The three-month average of worldwide billings in September 2002 was $985 million. The billings figure is one percent below the revised August 2002 level of $995 million and 2.5 percent above the September 2001 billings level of $961 million. "Announcements of lower bookings previously reported by semiconductor capital equipment manufacturers are now being reflected in the SEMI Express Report data," said Stanley Myers, president and CEO of SEMI. "As has been the case across the technology sector, the persistence of poor forward visibility continues to hamper the ability to forecast the timing of the next upcycle in capital spending." 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