Semiconductor Capital Equipment Stocks Discussion
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» Kirk - Reason for the feeding frenzy... IT IS JUSTIFIED!
NORTH AMERICAN SEMICONDUCTOR EQUIPMENT INDUSTRY POSTS NOVEMBER 1999 BOOK-TO-BILL RATIO OF 1.10MOUNTAIN VIEW, Calif., December 20, 1999 -- The North American-based manufacturers of semiconductor equipment posted record orders in November 1999 and a Book-to-Bill ratio of 1.10, it was reported by Semiconductor Equipment and Materials International (SEMI). A book-to-bill of 1.10 means $110 in orders were received for each $100 worth of products shipped.
The three-month average of worldwide shipments in November 1999 was $1.55 billion. The figure is four percent above the October 1999 level, and is 69 percent above the November 1998 shipments level of $913 million. The three-month average of bookings in November 1999 was $1.70 billion. The bookings figure is six percent above October 1999 and 122 percent above the $767 million posted in November 1998.
The bookings figure is the highest recorded to date, four percent above the previous cycle high of $1.63 billion in November 1997 and just above the previous record high of $1.69 billion posted in February 1996.
"Semiconductor manufacturing equipment bookings posted an all-time monthly high in November," said Stanley T. Myers, president of SEMI. "The growth pattern in semiconductor sales and the increasing adoption of new technologies has helped drive continued strength in the equipment market."
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.
| Month | Shipments | Bookings | Book-to-Bill |
| June 99 | 1,288.3 | 1,560.5 | 1.21 |
| July 99 | 1,375.2 | 1,530.9 | 1.11 |
| August | 1,440.7 | 1,565.1 | 1.09 |
| September (final) | 1,412.9 | 1,510.7 | 1.07 |
| October 99 (revised) | 1,485.2 | 1,609.6 | 1.08 |
| November 99 (prelim.) | 1,545.8 | 1,703.9 | 1.10 |
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 worldwide of North American-based manufacturers of equipment used to manufacture semiconductor devices, not shipments and orders of the chips themselves. The December 1999 Express Report is scheduled for publication on January 20, 1999 (subject to change).
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. For more information about SEMI, including the SEMIndex, a global stock index of 66 publicly traded equipment and materials companies, visit www.semi.org.
ASSOCIATION CONTACTS:
| Mike Droeger/SEMI Ph: 650.940.6953 E-mail: mdroeger@semi.org | Jonathan Davis/SEMI Ph: 650.940.6937 E-mail: jdavis@semi.org |
One of the fears was that demand was falling...
Clearly, this is not the case now.
There are many announcements of foundries adding capacity at the ONE BILLION DOLLAR INVESTMENT level which means ORDERS and shipements for more time to come.
Great News, eh? Yipee!!!!
-- posted by Kirk
» SteveT - SOXX
The Philadelphia semiconductor index has had a great year. ONE YEAR CHARTDoes anyone know of a Mutual Fund that mimics this index. It seems the only way to play this one is on the options market something I am not skilled at or willing to do. But it would be nice to participate.
-- posted by SteveT
» SteveT - Y2K growth
Gruntal & Co.'s Mona E. Eraiba Q&A. Excerpt: Recently,the Semiconductor Industry Association increased its forecast for industry worldwide growth in 2000 to 20.8% from 15%, and we believe that this revised number is still conservative. We expect the industry to grow closer to 25% in 2000. That is going to require capital spending. Full Article-- posted by SteveT
» Kirk - SpeedFam-IPEC Q2 Results
I read this as good news!http://biz.yahoo.com/bw/991221/az_speedf...
Anyone buy when last in my the buy zone? 8)
We even nudged the STRONG BUY Zone...
<img src=http://chart.bigcharts.com/bc3/quickchar... width=430 height=218>
Lurkers who don't subscribe to our newsletter... You missed out on getting a 40% gain in 7 trading days!
We even had Michael Murphy (Our guest writer from "California Technology Letter" fame) in this month's (Dec. 1) newsletter and he singled out my BUY on SFAM as my top pick in his opinion. Hard to argue with "Mr Technology". I sure HOPE some followed our double advice on that one!!!
<img src=http://chart.bigcharts.com/bc3/intchart/... width=430 height=218>
Looks like Mr Murphy was right on!
-- posted by Kirk
» Kirk - Micron CRUSHES estimates
This will reignite the candle under the SOX Atlas rocket.http://yahoo.cnet.com/news/0-1003-200-15...
Net income was $341.3 million, or $1.19 a share, for the quarter ended Dec. 2, compared with a loss of $46.2 million, or 19 cents, in the year-earlier period. Sales doubled to $1.58 billion from $793.6 million.
Micron said semiconductor sales more than tripled from the year-earlier period to $1.34 billion. Gross margin, or the percentage of sales left after subtracting production costs, in the business widened to 58 percent from 23 percent in the fiscal fourth quarter. PC systems sales fell 28 percent to $263.6 million because of lower consumer and government demand.
The DRAM market will improve even more in 2000 as demand for the chips rises further, said Jim Handy, an analyst at market research firm Dataquest.
and another story
http://www.micron.com/corporate/2000q1_r...
Semiconductor sales for the first fiscal quarter of 2000 increased 63% to $1.3 billion from the fourth fiscal quarter of 1999
-- posted by Kirk
» Kirk - New Resource for following Semiconductor CapEx Stocks.
I've made a page of links for this sector.http://pw2.netcom.com/~kirk_69/SemiLinks...
no need to bookmark this.
just click on Links above and you will find it under Kirk's Financial Pages
I'll add quotes and more as time permits.
Gottfried Mauersberger gave me permission to link to his monthly charts and he will keep the URLs the same so I don't have to constantly update my links. From there, I added more useful info that I have bookmarked. IF you find something that you think should be on the resource page, post it here and I will consider adding it.
enjoy!
-- posted by Kirk
» Kirk - Tutorial Link
Thanks Steve.I was wondering what happened to that link. I have added it to my resource page
http://pw2.netcom.com/~kirk_69/SemiLinks...
Let me know here if there are other good things to add to the list.
-- posted by Kirk
» Kirk - Earnings Preannouncement from ASYT,along with a 2 for 1 split:
Earnings Preannouncement from ASYT,along with a 2 for 1 split: Monday January 3, 4:06 pm Eastern Time
Alert: Asyst Technologies Sees Q3 Revs $62 Mln Vs Street Estimates of $53 Mln
(NasdaqNM:ASYT)
<img src=http://iccharts.quicken.com/bin/icenter.... width=470 height=250>
Monday January 3, 4:05 pm Eastern Time
Alert: Asyst Technologies Sees Q3 Net Income Above Street Estimates of $4 Mln
(NasdaqNM:ASYT)
Alert: Asyst Technologies Says Board Okays 2-for-1 Stock Split (NasdaqNM:ASYT)
-- posted by Kirk
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