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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Bill Harmond who wrote (11128)	4/16/2002 12:35:59 AM
From: Lizzie Tudor	Read Replies (3) \| Respond to of 57684

Thanks!! TWIUI, <-- what is this? Your number appears right. Book 250, ship 215 Actually, it was 250mm in ORDERS for next q. Booked isdifferent now - booking revenue requires a customer willing to pay - there is some extended signoff process in the industry. These are the new acct changes since last year. They used to just book revenue at ship. This acct change is making the btob less pronounced than in prior cycles since bookings aren't cranking up as fast. Thats why you need the orders to really see the trendline. One of the semi threads has a detailed article on these acct changes and what they do to the btob, but I can't seem to find it now. We were in the bubble last time nvls took 250mm in orders. Thats why I was trying to figure out if this surge was product related or not. Some companies just have a better product stream now vs. then, but I think nvls owns their mkt? BTW I2 CEO Brady left "for personal reasons" tonight one day before earnings. YIKES!! L