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Technology Stocks : Cymer (CYMI) -- Ignore unavailable to you. Want to Upgrade?

To: D.J.Smyth who wrote (11674)	12/18/1997 12:21:00 PM
From: Doug Skrypek	Respond to of 25960

Darrell: I think the products that include CYMI lasers are considered front end equipment.

To: D.J.Smyth who wrote (11674)	12/18/1997 1:21:00 PM
From: BillyG	Respond to of 25960

Chip equipment index slips slightly By J. Robert Lineback MOUNTAIN VIEW, Calif.--For the first time in 1997, North American suppliers of chip production equipment reported new orders for systems were slightly lower than revenues from shipments, according to the November book-to-bill ratio released today by Semiconductor Equipment and Materials International here. SEMI said its preliminary book-to-bill for November stood at 0.99 compared to a revised ratio of 1.02 for October. The trade group's monthly book-to-bill ratio has not been below parity since a recovery began in capital equipment markets late last year. While the ratio slipped to its lowest point this year, SEMI officials said it is not an indicator of a cooling off of capital spending by semiconductor companies. In fact, November's $1.887 billion in new orders is a record high for 1997, said Dick Greene, principal analyst for SEMI. "This is the ninth straight month shipments and bookings have increased," Greene said. "In November, the orders were the highest they have been for 1997. The reason the ratio is lower is because the shipments grew at a faster rate than did the orders. This is why it is important to analyze the numbers behind the numbers.' Even with the current environment of DRAM pricing pressures and the financial concerns in the Pacific Rim, the industry continues to grow at a healthy level." November's shipments totaled $1,914 billion, according to SEMI's three-month moving average. SEMI's revised billings figure for Oct. is now $1.758 billion. November was the ninth straight month orders and shipments grew for North American capital equipment suppliers. November's three-month average shipments figure was 80% above the November 1996 total, and last month's bookings were 98% higher than the figure reported last year. A service of Semiconductor Business News, CMP Media Inc. Story posted at 12:30 p.m. EST/9:30 a.m. PST, 12/18/97 techweb.cmp.com