Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 252.25

+0.9%

Nov 28 9:30 AM EST

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To: Ian@SI who wrote (54536)	10/23/2001 9:02:17 PM
From: MileHigh	Read Replies (2) of 70976

Have ya'll discussed how the B2B number is becoming more irrelevant due to the new 100 SAB (sp) rule whereby revenue is not accounted for until funds received not simply shipped and billed? (paraphrased) I will try to copy an explanation/discussion of this point sometime. Also, some companies are using the rule and some are not so the b2b number is currently an apples to oranges comparison when looking at billings MileHigh

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