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

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

LRCX 148.29

-3.3%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Katherine Derbyshire who wrote (7435)	12/18/1998 2:43:00 PM
From: Ian@SI	Read Replies (1) of 10921

Katherine, From the following statement, I suspect that there may be times when you're mathematically challenged. ;-) If the BtB is below 1, the industry is shrinking. e.g. If next month's BtB was 0.75, would you automatically make the above statement. What if that BtB was the result of $3B book and $4B Billings. Personally, I don't think any conclusions can be reliably made from a 3 month seasonally adjusted rolling average which will be adjusted as more information is reported during at least the next 2 months. However, it's safe to observe that both Bookings and Billings have resumed their uptrend. A BtB below one means backlog is being consumed. A BTB above one means that Backlog is being increased and may also mean that lead times are lengthening (if it stays sufficiently above 1 long enough). FWIW, Ian.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next