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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Elroy who wrote (207333)	10/18/2004 8:28:49 PM
From: tejek	Respond to of 1585846

B2B dropped below 1.......first time in 2004! *********************************************** Chip tool orders drop in September** Key ratio drops below parity for first time in 2004 By Chris Kraeuter, CBS.MarketWatch.com Last Update: 7:47 PM ET Oct. 18, 2004 SAN FRANCISCO (CBS.MW) -- Orders for chip equipment placed with North American manufacturers declined sharply in September, pulling a key industry ratio below parity for the first time in a year. In addition, shipments declined for the second straight month, according to data released late Monday by the Semiconductor Equipment & Materials International. The new data reflects the cautiousness and high inventory issues at chipmakers like Intel (INTC: news, chart) and Texas Instruments (TXN: news, chart). Equipment manufacturers like Novellus Systems (NVLS: news, chart) and Lam Research (LRCX: news, chart) have cited order delays from their customer bases. In September, the book-to-bill ratio contracted for the fifth month in a row to 0.96 to 1 from August's final ratio of 1.01 to 1. In September 2003, the ratio was 0.96 to 1. SEMI's data is based on a three-month moving average. September data indicated orders of $1.359 billion, down from the final order tally for August of $1.51 billion and above the $778.8 million seen in September 2003. Equipment makers in North America shipped products valued at $1.42 billion for the month, below the $1.498 billion reported for August and up from $811.1 million in September 2003.