Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 168.26

+1.5%

Dec 10 3:59 PM EST

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To: Pseudo Biologist who wrote (2721)	10/16/1997 4:19:00 PM
From: Ian@SI	of 10921

I think his analysis is nothing short of disgusting. It would appear that he merely looked at the ratio without looking at the underlying numbers. Both $ booked and $ billed were up. Yes $ Bill rose more than $ booked. So it's no surprise that the Book to bill is a smaller number. His conclusion as reported is asinine. I have no strong opinion on this however. If I get off the fence I'll let the thread know what I really think. ;-) P.S. Did you really mean to write fried rather than friend? If so, I'm sorry I missed the barbeque. I would have been happy to bring the gasoline. Ian. RE: Our fried Ming Pan, now with Cowen, is cited here: biz.yahoo.com Best wishes, PB P.S. Go to semichips.org for a good description of book to bill. Those posted in the prior posts are misleading. Essentially, 3 month seasonally adjusted moving averages are used to calculate the ratio. It is a ratio. i.e. If Aug were $8 ordered and 6$billed then book to bill is 1.25 . If Sept were $11 ordered and $10 billed, the book to bill just fell by .15 to 1.1 However, more revenues were earned and more orders were booked than the previous month. Book to Bill as a standalone ratio means next to nothing. Ian.

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