Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: semiconeng who wrote (120685)	7/21/2000 1:01:15 PM
From: TimF	Read Replies (2) of 1576480

Since orders are "Booked" for "Delivery" 2-3 months in the future, it is a very good indicator of how a companies next quarter is most likely to be. But a decline in book to bill that results in the btb still being over 1.2 might not be such a good indicator. If orders go up 10% but your ability to process and fill the orders goes up 12% you are probably making more money. If the book to bill declines because the book declines that I would worry but if both are going up and the btb is still over 1.2 then I am not sure that the decline is a good indicator of a future decline in profits. Tim

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