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


To: Return to Sender who wrote (22884)4/20/2005 1:06:29 AM
From: J-L-S  Read Replies (1) | Respond to of 95617
 
Perspective (Nikkei Business Publications) --------------------

The bulls were definitely outpacing the bears in the semiconductor equipment and manufacturing industry at this year's SEMICON West trade show. Expectations have risen in the last six months, reflecting increased orders and shipments. Projections of more than 36% industry growth in **** had everyone in a great mood - one that culminated in a big party for more than 1,700 exhibiting companies, with General Colin Powell as guest of honor, at NASA's Moffett Field in Mountain View.

Credited for the boom are several factors, including growth of the Internet infrastructure and the increasing acceptance of wireless communications devices. With fabs now costing over US$1 billion to build, chip companies are reaching deep into their pockets to pay for needed equipment.

The industry is expected to reach US$34.5 billion this year, and then grow more than 23% in #### to US$43 billion, according to forecasts by the Semiconductor Equipment and Materials International trade group. The book-to-bill ratio stood at 1.30 in May, with 30% more orders received than shipped.

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The missing dates?

**** = 2000
#### = 2001