SI
SI
discoversearch

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

To: MileHigh who wrote (54540)10/24/2001 9:34:34 AM
From: Ian@SI  Read Replies (1) | Respond to of 70976
 
yes, it was discussed and researched directly from source with copies of eMails posted to this and other threads. Your presumptions don't match reality. The BtB is as meaningful as it has ever been. ... which may not be as much as the market has given it credit for.



To: MileHigh who wrote (54540)10/24/2001 1:27:19 PM
From: Math Junkie  Respond to of 70976
 
I've always thought that bookings were the more useful number, from an investment point of view.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News