Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 47.76

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10:17 AM EST

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To: Tony Viola who wrote (135947)	5/23/2001 12:54:45 PM
From: semiconeng	Read Replies (1) of 186894

Albert, re whether Intel delayed buying equipment or not, whether you had any URLs to prove: not at the moment but was not there a bit about delaying .13 equipment? The VENDOR delayed (SVGI). Hard to blame Intel for that one. It seems to me like the delay in delivery would actually have the OPPOSITE effect that Albert describes. Book To Bill is the ratio between orders vs. shipments, so if a "shipment" were delayed, the "order" would still have been recorded, so if you received 100 million in orders for Q3, and shipped 100 million, the ratio would be 1.0, but if your shipments were delayed, and you only shipped 50 million, the ratio would be 2.0 (twice as many orders as shipments) wouldn't it? Semi

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