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

To: Zeev Hed who wrote (80970)	6/18/2002 9:51:06 PM
From: samim anbarcioglu	Read Replies (1) \| Respond to of 99280

Right. The delivery period is much longer in this industry. I was responding to this: <<the billings are not advancing that much. >> I wanted to see what you really meant by that. Because billing only happens after booking. So What is reported as billing now, was the number for bookings some time ago, right? Billing can not grow any faster than what the bookings were some time ago (smoothed and corrected). But in my post, I should not have mentioned 'month' because the operative word is 'period', however many months that is. <This period's bookings will become next period's billings next month. You can not bill without booking first.> So then. what do you think that market will make of it? Given that orders are coming in pretty heavy..