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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 158.70+1.0%3:59 PM EST
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To: Q. who wrote (9688)4/12/2001 10:55:57 PM
From: Ian@SI   of 10921
 
John,

The lag between ship and recognition only applies where customer acceptance of the product is in doubt. i.e. for new products.

so we can expect to see a bulge of unrecognized revenue with the technology evaluations underway which would taper out as the shipments shift to capacity buys.

I haven't seen any pronouncement, but I'd expect no change. companies will report bookings and billings.

Ian.
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