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

To: Return to Sender who wrote (26255)	10/23/2005 8:15:40 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95923

VLSI RESEARCH INC September’s Equipment in Healthy Territory vlsiresearch.com Santa Clara, CA, October 19, 2005: With worldwide bookings of $4.6B and billings of $4.5B, the equipment industry posted a B:B ratio of 1.03 in September, according to VLSI Research Inc. This is no surprise since September is typically a strong month for the equipment industry. Worldwide billings rose almost 14% from August, but remained 13% below those of September 2004. In contrast, the bookings environment is starting to turn around. Not only did bookings grow 9% sequentially, but they’ve finally surpassed the previous year’s level by 19%. High utilization rates, driven by the seasonal demand surge for chips, are stimulating the growth in equipment bookings. Wafer Fab utilization reached 96% in September, while Test and Assembly were at the 98% level. The following table summarizes VLSI’s latest findings: Semiconductor Equipment Bookings and Billings (billions of U.S. dollars) - Front-End - Capacity - Worldwide Worldwide B:B Utilization - Bookings Billings Ratio Rate August 2005* 4.214 3.941 1.07 94.20% September 2005 4.611 4.489 1.03 96.10% October 2005* 4.539 4.135 1.10 96.00% * Revised Preliminary * Forecast