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Technology Stocks : Semi Equipment Analysis
SOXX 304.92-0.1%4:00 PM EST
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To: Donald Wennerstrom who wrote (3553)6/18/2002 9:50:54 PM
From: JSLyons  Read Replies (2) of 95652
 
Hello Don,

Thanks as ever for the updated btb tables. Just eye-balling it, we appear to have picked up momentum not unlike the period beginning in November 1998, when we went from .82 to 1.33 in four months.

Over on Zeev's thread, there's been some grousing about the apparent failure of billings to keep pace with bookings. But I've not heard of any push-outs or other problems, so presume this is due to acceptances and the new accounting rules on revenue recognition.

I also saw some suggestion, which I believe reflects misunderstanding of the btb data, that producers were reducing prices to move equipment. As I understand it, however, btb is the ratio of dollars booked to dollars billed. So unless there is widespread fabrication of data at the source, this would appear to be a non-issue.

Perhaps others could comment here.

best rgds,
Jonathan
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