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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Mike M2 who wrote (70910)11/23/1999 12:08:00 AM
From: Don Lloyd  Read Replies (1) | Respond to of 132070
 
Mike -

(Semi book to bill is no longer calculated what Les is refering to is the semi Equipment book to bill. I can hear Maria screaming AMAT up strongly )

After all these years Maria still can't distinguish a semiconductor stock from a semiconductor equipment stock. It grates on my ears like chalk on a blackboard when she applies an analyst semiconductor equipment upgrade to to a fabless semiconductor stock like Altera which doesn't even buy semiconductor equipment. -g-

Regards, Don



To: Mike M2 who wrote (70910)11/23/1999 7:21:00 AM
From: gnuman  Respond to of 132070
 
Mike, I thought so. Think they report bill to bill (m/m) now which looks backward. Book to bill was much more informative. Gene


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