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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: Lucretius who started this subject4/23/2001 9:13:30 PM
From: Just_Observing  Read Replies (3) of 436258
 
Book to Bill of 0.64 is much worse than expected

There are 2 points to be made about the B2B

1. It was lower than expected. Analysts were expecting 0.67.

2. The B2B is a ratio, and by itself, it cannot reveal the true picture. However, a number such as shipments and the B2B ratio can mathematically define the picture. The shipments of semiconductor equipment fell 12% during the last month as compared to just a 1% fall the previous month. If we had extrapolated from the previous 4 months, shipments should have fallen a paltry 2.8%. Now if shipments had fallen just 2.8%, then the B2B would have been 0.585. Thus, the sharp falloff in shipments is making the B2B appear much better than it is.

BTW, the lowest levels of B2B recorded in the last 6 years have been 0.57 in August and September of '98.
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