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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 256.56+1.2%11:46 AM EST
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To: niek who wrote (16911)12/21/2005 10:17:56 AM
From: Cary Salsberg  Read Replies (3) of 25522
 
RE: "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?"

There is an ~ 6 month minimum time lag between orders and revenue recognition. The last 15 months orders have trailed the previous year. These combined can easily produce the results you cited. A closer examination of the numbers might be in order.
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