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 : Cymer (CYMI)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Zeev Hed who wrote (24590)3/29/2000 4:16:00 PM
From: dbernet  Read Replies (1) of 25960
 
Zeev,

A novice question:

If the book to bill stays the same or decreases slightly while bookings increase, ie if we ship faster and therefore bill sooner, aren't we still all happy campers? IF booking and billing go up equally the ratio doesn't show the growth increase, it stays the same. What am I missing?

And another: Looking back at the chip cycle over the years, the extremes have been a constant. Stocks at 10% of their peak values is pretty amazing. With the current explosion in non traditional (desk top ) applications, do you think it likely that the cycle will be dampened or extended?

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

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News