Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 235.24

+4.5%

Nov 19 3:59 PM EST

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To: Teri Skogerboe who wrote (17865)	3/19/1998 8:38:00 AM
From: Laker	Read Replies (1) of 70976

Re: "While "bill" is for products already shipped, "book" is a future commitment that can vaporize overnight. We have all heard of the dirty words such as pushouts, not to mention cancellations." What about the book-to-bill-TO COLLECT ratio? Remember: a sale is gift until payment is made. This quaint notion is what gets companies like Compaq and Informix in trouble. And 20 years ago it was Warner with warehouses filled with PacMan cartridges. TA types: The DJIA ten-day average TRIN hasn't been negative since January 22.

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