SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 165.81+1.9%3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: shane forbes who wrote (5483)5/20/1998 5:52:00 PM
From: shane forbes   of 10921
 
on further thought one more comment:

I just realized that it is not incoceivable that we could have 850 million in bookings and 1.20 billion in revenue sometime in the next couple of months. Except for the averaging that's a 0.70 BTB.

So maybe I will continue to believe in my 0.65 worst case BTB going forward...

(Last time revenues did not drop as severely as bookings did and in Aug. '96 we had a 0.70 BTB.)

Shane.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext