Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 301.11

+6.9%

Jan 9 9:30 AM EST

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To: Xpiderman who wrote (27263)	12/18/1998 11:51:00 AM
From: Greg Thornton	Read Replies (2) of 70976

Xy, I know it's been posted here before, but the thing to remember about their book to bill ratio is that it is bookings/shipments, which means that if bookings remain the same but shipments are down, the book to bill number will increase. This makes the ratio suspect in calling any kind of turnaround, especially since they business levels are down so much from last year! In addition, the reported btb is a three month average, isn't it? But we wouldn't want to dampen all of this enthusiasm by talking about reality! Greg

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