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Politics : Formerly About Applied Materials

AMAT 259.15

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12:10 PM EST

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To: Katherine Derbyshire who wrote (35519)	6/21/2000 3:24:00 PM
From: Fred Levine	Read Replies (2) of 70976

Please straighten out my apparent confusion about the utility of the B to B ratio. It seems to me that as billings increase, it becomes more difficult for bookings to increase proportionately, and therefore we can have huge increases in earnings with a decrease in B to B. Billings should determine earnings and not bookings. I'm assuming capacity of the fabs has been increasing and therefore billings have increased. The absolute amount of either booking or billings seem to be more useful than the ratio, since the ratio can decrease while bookings actually increase, presuming billings go up. Now, having everyone confused, I'd appreciate comments. fred

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