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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Steven Messina,L.M.T. who wrote (11378)	11/19/1997 9:38:00 AM
From: Jack Kunkle	Read Replies (1) \| Respond to of 70976

OCTOBER SEMI EQUIPMENT BOOK-TO-BILL 1.06 Statistical recap. Semiconductor Equipment and Materials International (SEMI), a semiconductor equipment industry trade association, reported its October booking and shipment statistics yesterday evening (11/18). The U.S.-based semi equipment suppliers' book-to-bill ratio was 1.06 on orders of $1637.7 million, down 8% sequentially but up 97% year-over-year, and shipments of $1547.7 million, down 5% sequentially but up 44% year-over-year. The front-end book-to-bill was 1.02 on orders down 12% sequentially and up 79% year-over-year, the test book-to-bill was 1.18 on orders up 1% sequentially and up 180% year-over-year, and the assembly book-to-bill was 1.18 on orders up 10% sequentially and up 118% year-over-year. September's aggregate book-to-bill ratio was revised from 1.07 to 1.09, chiefly due to a 2% upward order revision. August's aggregate book-to-bill was revised from 1.09 to 1.10, also the result of a modest upward revision to orders. Gunnar Miller PW