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

To: Donald Wennerstrom who wrote (15819)	6/18/2004 12:24:21 PM
From: Donald Wennerstrom	Respond to of 95520

For the record - here is a synopsis of the SEMI BtB report for May. <<INDUSTRY: SEMI Reports May Book-to-Bill Ratio of 1.11 Ridgeland, MS, JUN 18, 2004 (EventX/Knobias.com via COMTEX) -- According to SEMI.org, North American-based semiconductor equipment manufacturers posted $1.58 billion in orders in May 2004 (three-month average basis) and a book-to-bill ratio of 1.11. Stanley T. Myers, president and CEO of SEMI, said, "Sales in the first five months of 2004 are more than 50 percent higher than those in the first five months of 2003. The apparent stabilization of bookings and billings at these high levels indicates that 2004 will be a strong year for the semiconductor capital equipment market." A book-to-bill of 1.11 means that $111 worth of orders were received for every $100 of product billed for the month. The three-month average of worldwide bookings in May 2004 was $1.58 billion. The bookings figure is nominally even with the revised April 2004 level of $1.58 billion and 118% above the $724 million in orders posted in May 2003. The three-month average of worldwide billings in May 2004 was $1.42 billion. The billings figure is 2% above the revised April 2004 level of $1.39 billion and 77% above the May 2003 billings level of $805 million.>>