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mcgrathdylan
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re: Fab tool book-to-bill sinks to 2-year low
mcgrathdylan   11/18/2011 6:16:05 AM
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@docdivakar- yes, I think it does have much to do with the macroeconomic situation. All of the fab tool vendors are describing a cautious customer base. People are afraid to spend a lot of money on capacity expansion right now, in my opinion.

docdivakar
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re: Fab tool book-to-bill sinks to 2-year low
docdivakar   10/28/2011 5:00:54 PM
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@dylan.mcgrath: isn't this somewhat counter intuitive? We are seeing record number of handhelds being shipped, flash memory is every where, MEMS devices are growing rapidly, so why is the fab b2b ratio going down? Is it the world economic turmoil? I am lost... MP Divakar

mcgrathdylan
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re: Fab tool book-to-bill sinks to 2-year low
mcgrathdylan   10/24/2011 10:29:40 PM
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If you got to SEMI's website, you can see book-to-bill data going back to 2005. I think you will find that there is no seasonal trend here. It's not as though 0.75 is typical for September, for example. The b2b ratio goes up and down with the industry. http://www.semi.org/cms/groups/public/documents/web_content/p033815.pdf

wilber_xbox
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re: Fab tool book-to-bill sinks to 2-year low
wilber_xbox   10/24/2011 5:28:55 PM
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It would be good if we could compare ratio for more than just last 6 months. But for sure the book-to-bill ratio is slipping and its not a good news. What yearly trend do we see for the ratio.

elctrnx_lyf
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re: Fab tool book-to-bill sinks to 2-year low
elctrnx_lyf   10/22/2011 7:47:20 PM
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does this mean the fab companies aren't ramping up any more new lines. This basically indicates the available lines are able to acheive the required production quantities.



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