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.
Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Cary Salsberg who wrote (2390)3/24/2002 9:19:15 PM
From: Ian@SI  Respond to of 95541
 
Cary,

Perhaps I should have been more specific. Evaluating a new product to support a new process is likely to have a long lag time between ship and bill. i.e. - Final Billing occurs after customer acceptance. Once a new tool makes it to the production line, the lag time between shipment and customer acceptance is minimal or nil.

During this downleg, new technology is being evaluated. During this time, the lag is greatest.

Ian