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Technology Stocks : Silicon Valley Group
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To: Duker who wrote (2064)4/6/1999 4:17:00 PM
From: Math Junkie  Read Replies (1) of 2946
 
I have to tell you that I am very encouraged by the two-to-one book-to-bill. Based on the 30% reduction from previous expectations of 85.5 million revenue, that works out to about 120 million in bookings. While not up to year-ago revenues, it is a huge change in the right direction. While the missed shipments are regrettable, speaking as an engineer, my bias tends to be toward taking the time to get it right, rather than shipping junk on time.

And personally, I definitely need more sleep!
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