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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: orkrious who wrote (80961)6/18/2002 7:25:08 PM
From: Zeev Hed  Read Replies (2) of 99280
 
I am not sure, the booking may continue to increase (there is a slow and quite nice momentum there), the problem is with billings, by now they should have picked up, they don't that will show in disappointing earnings, but the BTB will respond and increase as bookings creep up faster than billings do, my next guess is actually at 1.28 for the June numbers (coming mid July). past late June, don't stay too negative on the sector, IMTO.

Zeev
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