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To: Katherine Derbyshire who wrote (35528)	6/22/2000 11:11:00 AM
From: Kirk ©	Respond to of 70976

Great explanation and I agree with your conclusions. That's what I think has happened this month. A B2B of 1.30 is still very very good. One way to look at this... with compounding, a Book-to-Bill of 1.3 means that a company can add 1 yr of shipments (AT CURRENT RATES!) to its backlog in about 3 months. That is incredible to me. 8) regards Kirk out

To: Katherine Derbyshire who wrote (35528)	6/22/2000 11:24:00 AM
From: Gottfried	Respond to of 70976

Katherine, I thought I knew about btb, but you added to what I knew. Great explanation! Thank you. Gottfried

To: Katherine Derbyshire who wrote (35528)	6/22/2000 12:17:00 PM
From: Fred Levine	Read Replies (1) \| Respond to of 70976

Thank you for your explanation. However, isn't it possible for growth to occur because of sequential increases in billings that are proportionate to increases in bookings? I.e., a stable, or even somewhat declining, b to b may still reflect significant growth? fred