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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?


To: orkrious who wrote (80961)6/18/2002 7:25:08 PM
From: Zeev Hed  Read Replies (2) | Respond to of 99280
 
I am not sure, the booking may continue to increase (there is a slow and quite nice momentum there), the problem is with billings, by now they should have picked up, they don't that will show in disappointing earnings, but the BTB will respond and increase as bookings creep up faster than billings do, my next guess is actually at 1.28 for the June numbers (coming mid July). past late June, don't stay too negative on the sector, IMTO.

Zeev



To: orkrious who wrote (80961)6/18/2002 7:33:17 PM
From: DebtBomb  Read Replies (1) | Respond to of 99280
 
IMHO, something is wrong with the BtB. Does not jive with KLAC AMD, INTC, AAPL, etc..
Who's that new auditor??
LOL.