Is the group shell-shocked? Still, we are getting no more respect than the internets.
BTB does not look so bad, at least on paper.Still, if these numbers are rights, should not backlog be building a lot? (if orders are so much more than shipments). Yet it seems that the companies I own are not reporting increasing backlog.
semi.org 
SAN JOSE, Calif., November 21, 2000 -- The North American-based manufacturers of semiconductor equipment posted
record orders of more than $3 billion in October 2000 and a book-to-bill ratio of 1.17, it was reported by Semiconductor
Equipment and Materials International (SEMI). A book-to-bill of 1.17 means that orders were 17 percent higher than
shipments for the month, indicating an expanding market.
The three-month average of worldwide bookings in October 2000 was $3.04 billion. The bookings figure is five percent
above the September 2000 level and 89 percent above the $1.61 billion in orders posted in October 1999.
The three-month average of worldwide shipments in October 2000 was $2.59 billion. The shipments figure is five percent
above the September 2000 level and is 75 percent above the October 1999 shipments level of $1.48 billion.
"Following what appears to have been a seasonal pause in growth through the summer months, orders for new
semiconductor equipment re-accelerated in October," said Stanley Myers, president and CEO of SEMI. "While the total
equipment ratio was even with last month, orders exceeded $3 billion and front order growth was the strongest we've
seen in six months."
The SEMI book-to-bill is a ratio of three-month moving average bookings to three-month moving average shipments for
the North American semiconductor equipment industry. Shipments and bookings figures are in millions of U.S. dollars.
Shipment Bookings Book-to-Bill
May 2000 2,157.7 2,778.3 1.29
June 2000 2,259.6 2,858.8 1.27
July 2000 2,373.0 2,901.5 1.22
August 2000
(final) 2,431.0 2,984.1 1.23
Sept. 2000
(revised) 2,474.7 2,883.4 1.17
10/2000
Prelim.) 2,593.1 3,038.6 1.17 |
