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

To: Cary Salsberg who wrote (6840)	8/19/2003 7:48:33 PM
From: Proud_Infidel	Respond to of 25522

North American Semiconductor Equipment Industry Posts July 2003 Book-to-Bill Ratio of 0.97 semi.org!OpenDocument SAN JOSE, Calif., August 19, 2003 -- North American-based manufacturers of semiconductor equipment posted $763 million in orders in July 2003 (three-month average basis) and a book-to-bill ratio of 0.97, according to the July 2003 Express Report published today by SEMI. A book-to-bill of 0.97 means that $97 worth of new orders were received for every $100 of product billed for the month. The three-month average of worldwide bookings in July 2003 was $763 million. The bookings figure is six percent above the revised June 2003 level of $722 million and 35 percent below the $1.18 billion in orders posted in July 2002. The three-month average of worldwide billings in July 2003 was $788 million. The billings figure is one percent above the revised June 2003 level of $777 million and 19 percent below the July 2002 billings level of $969 million. "Bookings grew for the first time since the March report due to improved order levels of wafer processing equipment," said Stanley Myers, president and CEO of SEMI. "The total semiconductor capital equipment sector remains on course to experience modest growth in 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 (Three-month avg.) Bookings (Three-month avg.) Book-to-Bill February 2003 777.7 760.6 0.98 March 2003 857.1 777.3 0.91 April 2003 840.4 757.3 0.90 May 2003 805.4 723.5 0.90 June 2003 (final) 776.5 722.3 0.93 July 2003 (prelim.) 787.6 763.4 0.97 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 August 2003 Express Report is scheduled for publication on September 17, 2003 (subject to change). SEMI is a global industry association serving more than 2,500 companies that develop and provide manufacturing technology and materials to the global semiconductor, flat panel display, MEMS and related microelectronics industries. SEMI maintains offices in Austin, Beijing, Brussels, Hsinchu, Moscow, San Jose (Calif.), Seoul, Shanghai, Singapore, Tokyo and Washington, D.C. For more information, visit www.semi.org.