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

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To: Zeev Hed who wrote (81103)6/18/2002 11:32:43 PM
From: Gottfried  Read Replies (1) of 99280
 
Zeev, [edited - add] I don't know the reason but for the three cycles shown in this chart billings are flat for months after bookings recover from the bottom. suite101.com

So it is nothing unusual.
I should have the May numbers added by tomorrow.

Added: the reason could be that it takes the equipment makers months to ramp up again after getting more orders.

Gottfried
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