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.

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

To: samim anbarcioglu who wrote (80965)	6/18/2002 7:29:11 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 99280

Actually, in this industry with very large backlogs and delivery cycles of sometimes more than 12 months, billings are dictated a lot by customers readiness to accept the equipment (particularly under the new rules for the semi-equip), so the last few months bookings do not relate too well with billings now. Apart of services and parts (roughly 20% of the business, maybe now 30% since not much real equipment is shipping), nothing in this business is booked this month and shipped next month, IMTO. Zeev