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


To: Cary Salsberg who wrote (51034)8/22/2001 10:59:20 PM
From: Ian@SI  Read Replies (1) | Respond to of 70976
 
Cary,

I don't know the answer. Logically, it should be the net of "NEW" less "Cancellations", but I've never seen the data defined that precisely. And I wouldn't be surprised to see different companies use different definitions for what is reported and what time duration is included in each report, etc. It's a rotten number, but it's the best that we've got.

Ian