Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (135947)	5/23/2001 12:54:45 PM
From: semiconeng	Read Replies (1) \| Respond to of 186894

Albert, re whether Intel delayed buying equipment or not, whether you had any URLs to prove: not at the moment but was not there a bit about delaying .13 equipment? The VENDOR delayed (SVGI). Hard to blame Intel for that one. It seems to me like the delay in delivery would actually have the OPPOSITE effect that Albert describes. Book To Bill is the ratio between orders vs. shipments, so if a "shipment" were delayed, the "order" would still have been recorded, so if you received 100 million in orders for Q3, and shipped 100 million, the ratio would be 1.0, but if your shipments were delayed, and you only shipped 50 million, the ratio would be 2.0 (twice as many orders as shipments) wouldn't it? Semi