Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

AMAT 253.43

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To: Proud_Infidel who wrote (16909)	12/21/2005 8:17:27 AM
From: niek	Read Replies (3) of 25522

Can someone explain to me how it's possible that for 15 month the b-to-b stays below 1 while the billings were about $ 18.5 billion and the bookings were about $ 16.5 billion? The journalist on Semiconductor Reporter says: The data reported by SEMI is resisting the normal tendency of a book-to-bill ratio to eventually return to parity (1.0) during a period of market stability, leading to the question of whether equipment suppliers reporting to SEMI might be sandbagging -- somehow underreporting their bookings -- or worse, overreporting their sales. Niek

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