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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Petz who wrote (85426)	7/20/2002 1:44:15 PM
From: Mani1	Respond to of 275872

Re <<Its tough to keep the B2B ratio growing. I agree anything over 1.1 is good. With this much excess capacity, the new bookings become billings very quickly.>> Unfortunately that is not true. Bookings are not necessarily shippable immediately. Company's book equipment as far as a year in advance of when they expect to need it for their next process transition or fab coming online. And in most cases bookings can be cancelled or pushed back with no penalty. Re <<Knowing this market, someone will notice that the 3rd derivative of B2B has turned negative, and the semis will tank below 9/11 lows.>> 3rd derivative has been negative for couple of months now. The second derivative will turn negative next month which will surely get people's attention. Mani