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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: The Ox who wrote (15326)7/20/2002 3:44:28 PM
From: Gottfried  Respond to of 23153
 
MH, good observation. >Look at the difference/distance between the btb and the billings/orders lines. We haven't seen this type of distance since 1995. I think it is telling us that we should see a substantial improvement in billings going forward<

AMAT backlog when last reported in April was >$3B. Compare to <$1B at the bottom in 1998. It says the same thing.

Gottfried



To: The Ox who wrote (15326)7/20/2002 4:16:38 PM
From: augieboo  Respond to of 23153
 
Michael, I don't know enough to say one way or another, but some folks have suggested that companies are booking orders -- so that they don't lose their place in line in case the industry recovers -- but not taking delivery of the equipment, and that's why bookings and billings are so far apart. BWTFDIK?


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