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Strategies & Market Trends : MDA - Market Direction Analysis

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To: Doug who wrote (77350)	5/23/2001 5:25:06 PM
From: Zeev Hed	Read Replies (2) of 99985

Doug, send those guys back to school. The BTB ratio could get to 1.2 and actual shipments of equipment be down, for instance, in three months from now they will ship the $.8 B in orders they received this month (actually less), but their bookings are going to go to $B .96, still a far cry from the $2.3 B in bookings last April, but the BTB will be .96/.8 = 1.2 or about three times the current BTB, shipments are going to be at half of what last month shipments of about $1.6 B were (B $.8/1.6). Send those guys back to school with their 300% increase in sales. Zeev

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