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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (4148)7/20/1999 8:12:00 PM
From: slacker711  Read Replies (1) of 54805
 

Uncle Frank....Would you mind explaining the BtB ratio to me? I think I remember you saying you work for some sort of semi design company.

In particular....The Q's BtB last quarter was 1.7 with 9 million ASIC's sold. Does that mean that they had orders for 15 million during that particular quarter or does it simply mean that they have a backlog of 6 million orders that may have been placed at any time in the past?

Thanks for any info....I am trying to figure out exactly what kind of backlog the Q might have.

Slacker
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