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Politics : High Tolerance Plasticity
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To: Gottfried who wrote (15325)7/20/2002 3:13:32 PM
From: The Ox  Read Replies (2) of 23153
 
Your eqporders.gif is telling an interesting tale. Look at the difference/distance between the btb and the billings/orders lines. We haven't seen this type of distance since 1995. I think it is telling us that we should see a substantial improvement in billings going forward and one should expect that the worst for this segment of the industry is behind us.

As always, thanks for the charts! Keep up the good work.
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