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

To: Cary Salsberg who wrote (11756)	10/18/2004 6:52:22 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 25522

SEMI's fab-tool book-to-bill falls below parity By Mark LaPedus Silicon Strategies 10/18/2004, 6:20 PM ET SAN JOSE, Calif. — North American-based manufacturers of semiconductor equipment posted a book-to-bill ratio of 0.96 for September, down from 1.01 in August, according to the Semiconductor Equipment and Materials International (SEMI) trade group on Monday (Oct. 18). A book-to-bill of 0.96 means that $96 worth of orders were received for every $100 of product billed for the month. The SEMI book-to-bill is a ratio of three-month moving averages of worldwide bookings and billings for North American-based semiconductor equipment manufacturers. The three-month average of worldwide bookings in September 2004 was $1.36 billion. The bookings figure is 10 percent below the revised August 2004 level of $1.51 billion and 75 percent above the $778.8 million in orders posted in September 2003. The three-month average of worldwide billings in September 2004 was $1.42 billion. The billings figure is 5 percent below the revised August 2004 level of $1.50 billion and 75 percent above the September 2003 billings level of $811.1 million. "Total billings for semiconductor equipment by North American producers in the first three quarters of 2004 have increased 71 percent over the same period last year, affirming expectations for strong growth in 2004," said Stanley Myers, president and CEO of SEMI (San Jose, Calif.), in a statement. "The September data reflects the expected decline in bookings as IC companies have responded quickly to increased inventory levels and become cautious about new spending on equipment."