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.
Politics : Formerly About Advanced Micro Devices
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: TimF who wrote (120686)7/22/2000 2:16:16 PM
From: Petz  Read Replies (1) of 1576744
 
Tim, catching this BTB discussion in the middle, but I think fact that the rate of declline in the BTB has slowed to a crawl augers well for the BTB actually rising in a month or two.

I forget the exact numbers, but the change in the BTB was something like -0.10, -0.06, -0.02 for the last 3 months. Since the numbers are 3 month moving averages, the actual peak in the monthly BTB was about 4-5 months ago.

If it takes 3 months to fill an order for semi equipment, a rapid rise in bookings results in a rapid rise in billings three months later. This rise is what caused the BTB to decline, not a decline in bookings. A more moderate rise in billings will also soon be upon us, and then the BTB will rise to equal its actual 3 month growth rate in bookings.

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

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News