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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Alastair McIntosh who wrote (36030)	7/25/2000 11:10:16 AM
From: Math Junkie	Read Replies (3) \| Respond to of 70976

Alastair, you are correct that increases in billings can make the book-to-bill lower, but in this case, order growth really has fallen. The table below shows month-over-month percentage increase in the preliminary bookings. (I did not use the revised figures because that would be comparing apples to oranges.) Prelim Month Bookings, %Incr From %Incr From $Millions Prev Month Prev Year January 2177.8 February 2268.0 4.2% 136% March 2451.7 8.1% 113% April 2731.3 11.4% 168% May 2745.6 0.5% 139% June 2796.1 1.8% 93% 1.8% monthly growth still works out to a pretty nice annual growth rate, but it's a heck of a lot lower than it was. Some of this is a seasonal effect, which is reflected in the fact that the year-on-year growth shows less variation. You can also look at the blue graph on Gottfried's chart, which includes the revised and final numbers where available. geocities.com You can see that it has a significantly lower slope since April. (Bear in mind that the slope for the last two months will change when the final numbers are available.)