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Pastimes : The Justa and Lars Honors Bob Brinker Investment Club Thread
VTI 339.88+0.3%Dec 24 4:00 PM EST
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To: TREND1 who wrote (455)7/22/2000 9:19:27 PM
From: Math Junkie  Read Replies (2) of 10065
 
Larry, the main reason I pay more attention to raw bookings, as opposed to book-to-bill, is that, based on five years of following this sector, I believe that is what Wall Street looks at.

The biggest factor in the near-term future of the industry has always been the huge variations in demand. The problem with book-to-bill is that it can be affected by factors which have nothing to do with demand, such as, how much companies speed up or slow down production during the business cycle.
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