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

To: Phantom Dialer who wrote (24506)	9/21/1998 8:01:00 PM
From: Justa Werkenstiff	Read Replies (2) \| Respond to of 70976

Book to Bill Press Room - Press Release North American Semiconductor Equipment Industry Posts August 1998 Book-to-Bill Ratio of 0.60 MOUNTAIN VIEW, Calif., September 21, 1998 -- The North American semiconductor equipment industry posted a book-to-bill ratio of 0.60 for August 1998, it was reported by Semiconductor Equipment and Materials International (SEMI). A book-to-bill of 0.60 means $60 in orders were received for each $100 worth of products shipped. Three-month average shipments in August 1998 were $1.06 billion. The figure is five percent below the July 1998 level, and is 21 percent below the August 1997 level. Three-month average bookings decreased in August 1998 to $632 million. The bookings figure is 14.7 percent below the July 1998 level, and 55.9 percent below the August 1997 level. "Without surprise to those following the industry, the trend on orders for semiconductor equipment remains down," said Dick Greene, principal analyst with SEMI. "There are positive signs, however, that the chip declines may be leveling off. Computer sales are apparently strong heading into the fall season and Intel reported better than expected chip sales in the third quarter. While the equipment market should also see a leveling, the prospects for recovery still appear to be at least twelve months off." The SEMI book-to-bill is a ratio of three-month moving average bookings to three-month moving average shipments. Shipments and bookings figures are in millions of U.S. dollars. Month Shipments Bookings Book-to-Bill March 98 1,370.3 1,123.1 0.82 April 98 1,416.3 1,102.1 0.78 May 98 1,360.8 1,107.1 0.81 June 98 (final) 1,265.5 932.7 0.74 July 98 (revised) 1,115.8 740.0 0.66 August 98 (preliminary) 1,059.9 631.5 0.60 The data contained in this release was compiled by the independent public accounting firm of Arthur Andersen LLP, without audit, from data submitted directly by the participants. SEMI and Arthur Andersen LLP can assume no responsibility for the accuracy of the underlying data. The data are contained in a monthly Express Report published by SEMI that tracks shipments and orders for equipment used to manufacture semiconductor devices, not shipments and orders of the chips themselves. Based in Mountain View, Calif., SEMI is an international trade association serving more than 2,300 companies participating in the $65 billion semiconductor and flat panel display equipment and materials markets. SEMI maintains offices in Austin, Beijing, Boston, Brussels, Hsinchu, Moscow, Seoul, Singapore, Tokyo and Washington, D.C. Visit SEMI OnLine at www.semi.org. ASSOCIATION CONTACT: Mike Droeger SEMI Ph: 650.940.6953 Fx: 650.940.7932 E-mail: mdroeger@semi.org Jonathan Davis SEMI Ph: 650.940.6937 Fx: 650.940.7970 E-mail: jdavis@semi.org # # #