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Politics : Formerly About Applied Materials
AMAT 322.51+6.1%Feb 6 9:30 AM EST
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To: Joseph Beltran who wrote (47163)5/23/2001 12:57:54 PM
From: Ian@SI  Read Replies (1) of 70976
 
I guesstimate that the actual level of billings as opposed to the 3 month moving average was under $1B for the month of April.

Backlog is probably no longer maintaining the billings number at an artificially high level. Thus for those that only look at the ration of Book to Bill, subsequent ratios should start improving, even if business conditions don't.

FWIW,
Ian.
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