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 166.37

+4.4%

Nov 10 3:59 PM EST

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To: Jerome who wrote (7806)	5/24/1999 6:10:00 PM
From: Ian@SI	Read Replies (1) of 10921

Jerome, A positive Book to Bill means that the backlog is increasing. That may or may not be positive. Generally, an increasing backlog means increasing billing / shipments in subsequent periods. To maintain a positive Book to Bill would imply that Orders are also growing. Note that Semi seasonally adjusts its numbers in addition to reporting a 3 month rolling average. Thus, it's impossible to derive any specific inferences from a single data point. JMHO, Ian.

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