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To: Joseph Waligore who wrote (33104)	3/18/2003 6:54:05 PM
From: Techplayer	Read Replies (1) \| Respond to of 57110

18:25 ET Semi Equipment book-to-bill rises to 0.99; bookings increase 6% : Semi equipment industry book-to-bill ratio rises to 0.99 in Feb from 0.92 in Jan. Bookings rose to $782 mln from a revised $739 mln in Jan. The book-to-bill figure compares favorably to a Fulcrum est of 0.88.

To: Joseph Waligore who wrote (33104)	3/18/2003 7:48:50 PM
From: Jorj X Mckie	Respond to of 57110

semi.org!OpenDocument North American Semiconductor Equipment Industry Posts February 2003 Book-to-Bill Ratio of 0.99 SAN JOSE, Calif., March 18, 2003 -- The North American-based manufacturers of semiconductor equipment posted $782 million in orders in February 2003 (three-month average basis) and a book-to-bill ratio of 0.99, according to the February 2003 Express Report published today by Semiconductor Equipment and Materials International (SEMI). A book-to-bill of 0.99 means that $99 worth of new orders were received for every $100 of product billed for the month. The three-month average of worldwide bookings in February 2003 was $782 million. The bookings figure is six percent above the revised January 2003 level of $739 million and six percent above the $737 million in orders posted in February 2002. The three-month average of worldwide billings in February 2003 was $793 million. The billings figure is one percent above the revised January 2003 level of $784 million and three percent below the February 2002 billings level of $818 million. "Bookings of new semiconductor manufacturing equipment have remained essentially flat for the last six months and as a result, a number of equipment manufacturers have announced recently plans for further consolidating and restructuring of operations and product offerings," said Stanley Myers, president and CEO of SEMI. "While the bookings outlook appears sluggish, over 20 new fabs are expected to begin production in the next two years." 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 (Three-month avg.) Bookings (Three-month avg.) Book-to-Bill September 2002 1,044.6 831.6 0.80 October 2002 999.9 775.1 0.78 November 2002 976.4 776.7 0.80 December 2002 878.3 826.5 0.94 January 2003 (final) 784.4 739.0 0.94 February 2003 (prelim.) 792.9 781.7 0.99 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 March 2003 Express Report is scheduled for publication on April 17, 2003 (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, Shanghai, Singapore, Tokyo and Washington, D.C. For more information, visit SEMI on the Internet at www.semi.org. INDUSTRY/IR CONTACT: Dan Tracy/SEMI Tel: 1.408.943.7987 E-mail: dtracy@semi.org MEDIA CONTACT: Jonathan Davis/SEMI Tel: 1.408.943.6937 E-mail: jdavis@semi.org