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.

Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: patron_anejo_por_favor who wrote (152265)	2/19/2002 6:39:09 PM
From: yard_man	Respond to of 436258

??? what basis was used before?? >>SEMI has officially adopted a revenue-based definition for the billings portion of the report in order to be consistent with company reporting practices and generally accepted accounting principles. <<

To: patron_anejo_por_favor who wrote (152265)	2/19/2002 6:44:07 PM
From: reaper	Read Replies (2) \| Respond to of 436258

Note the downward revisions in prior months data. In the 22 January release, December bookings was reported as $652.4mm and November as $609.3mm (and everybody got all lathered up about the big sequential increase). In today's release we have December revised to $628.5mm and November revised to $588.9mm. Also note that the preliminary estimate for January bookings ($636.9mm) is BELOW the prior preliminary estimate for December. Veeee-shaped recovery coming any day now. Link to 22 January release dom.semi.org!OpenDocument