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To: niek who wrote (1325)	12/21/2006 4:19:21 PM
From: niek	Respond to of 43521

SEAJ reports another month of solid chip-equipment bookings in Japan The Semiconductor Reporter December 21, 2006 TOKYO -- Japanese suppliers of chip manufacturing equipment saw a 6.7% increase in bookings in November, on an unaveraged basis, recording ¥147.65 billion ($1.258 billion U.S.) in orders for the month, according to data released today by the Semiconductor Equipment Association of Japan. However, on a three-month moving average basis, comparable with the figures released by SEMI earlier this week for North American equipment makers, bookings for Japanese suppliers was down 0.6% in November compared to October (but up 23.3% compared to November 2005), coming in at ¥164.47 billion ($1.397 billion). This is in line with the 1.0% sequential decline in 3MMA bookings reported by SEMI (see Dec. 19 story). Using a six-month-moving average, which helps smooth out the bumps in the six-month fiscal cycles of Japanese corporations, bookings were down 1.9% sequentially but up 32.3% on-year to ¥165.93 billion ($1.424 billion) for November. The 6MMA billings (sales) figure came to ¥144.91 billion ($1.244 billion), up 2.6% sequentially and up 20.6% compared to the November 2005 6MMA figure. Thus the 6MMA book-to-bill ratio slipped to 1.15 November from 1.20 in October, which was down from a September peak of 1.27. The 6MMA B:B has risen steadily from a low in May 2005, moving above parity in October 2005 and arriving at 1.21 in June 2006. It slipped in July and August before its last upward move in September. If analyst market projections are correct, the ratio should continue to move downward in the coming months. Unaveraged November billings for Japanese equipment suppliers came to ¥137.06 billion ($1.168 billion), up 12.1% compared to October and up 12.7% compared to November 2005.

To: niek who wrote (1325)	12/22/2006 5:44:52 AM
From: dr_elis	Read Replies (1) \| Respond to of 43521

What was Micron´s capex this year? December 21, 2006, 5:55 pm Micron Shares Jump After Hours On Strong FY Q1 EPS; Margins Up For DRAM, Flash Posted by Eric Savitz Micron Technology (MU) reported revenue for the fiscal first quarter ended November 30 of $1.58 billion, a bit shy of Street expectations of $1.64 billion. But profits came in at 25 cents a share, beating the consensus view by a nickel. The company’s gross margin improved to 31%, from 24% one quarter earlier. DRAM revenue was up 15% sequentially; NAND flash revenue was up 10% sequentially. The company said it saw improved gross margins for both DRAMs and Flash; it maintained margins on image sensors. The company said it expects 2007 capital spending of $4 billion, including $1.5 billion contributed by joint venture partners. The company finished the quarter with $2.64 billion in cash. After hours, Micron shares have gained 58 cents to $14.07.