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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?


To: smolejv@gmx.net who wrote (15716)2/26/2002 5:06:52 PM
From: Raymond Duray  Read Replies (1) | Respond to of 74559
 
Dolinar,

Thanks again for your superior efforts on the Spiegel articles. Well done!

As to your chart commentary: The current improvement in the Book to Bill Ratio let one hope again for an imminent upswing and recovery from the present low levels expect.

There are two ways for B to B to appear to improve. One is to book new work. The other is to ship less product. The first is positive, the second makes graphs and ratios illusory. Which would be the case here?

-R.