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

To: semiconeng who wrote (135950)	5/23/2001 1:02:00 PM
From: dale_laroy	Read Replies (2) \| Respond to of 186894

>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?< It would if Intel did not cancel any 193nm lithography equipment orders. But, I suspect that Intel cancelled all (or perhaps only half) of their 193nm lithography equipment orders for 200mm wafers. Until their 300mm fabs begin to ramp, Intel will be using PSM equipment and 248nm lithography equipment.