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

To: advocatedevil who wrote (48353)	6/22/2001 11:46:51 AM
From: Ian@SI	Read Replies (1) \| Respond to of 70976

AD, I haven't yet checked, but if BtB is based upon SAB 101 accounting rule, then billings for technology shipments are likely to be delayed - also helping out the BtB relatively. I doubt that SAB 101 is being followed for the BtB but I don't know. At Q end, not only do companies try to ship everything possible, but Salespeople try to close every deal possible: it's when their commissions get calculated. I tend to look at Q end months as a wash re BtB. I haven't seen any evidence in past Qs that there's any abnormality. I accept that that doesn't mean that this month won't be different. Ian