Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 23.19

-4.7%

1:54 PM EST

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To: Gottfried who wrote (2160)	9/22/2000 6:42:27 PM
From: Artslaw	Read Replies (1) of 7822

The book-to-bill ratio is effectively the averaged first derivative of bookings versus billings. As such, if it is greater than one, it implies a revenue uptrend. People are shortsightedly taking the derivative again, saying that if the book-to-bill isn't itself increasing, then the world must be coming to an end. Of course, a month-over-month book-to-bill increase IS better than a flat book-to-bill (assuming the B2B are the same number in both cases), but a flattening book-to-bill is by no means bad. Indeed, if the ratio sits at 1.2 for a year, that would be a very nice situation indeed for all companies since it means they have an average 3-month 20% increase in bookings to billings. . .And the chart happily shows just that. I nominate Gottfried to educate the masses on this so that we can cash out of our semiconducting holdings at a profit. . . Steve

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