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Strategies & Market Trends : Galapagos Islands -- Ignore unavailable to you. Want to Upgrade?


To: gypsees who wrote (27899)2/20/2003 11:42:06 AM
From: Jorj X Mckie  Read Replies (2) | Respond to of 57110
 
R,
I have seen nothing that suggest that we have seen a
bottom. Additionally, none of the industry leaders have either.

And you know what they say about triple bottoms....they will be broken.

Semi Book to bill numbers. Notice that the ratio didn't
drop that much, but that the bookings and billings both
dropped significantly.

Month Billings Bookings Book-to-Bill
Jan02 799.9 645.2 0.81
Feb02 818.0 737.2 0.91
Mar02 797.6 835.9 1.05
Apr02 814.6 995.6 1.22
May02 869.6 1105.2 1.27
June02 927.1 1171.3 1.26
July02 969.1 1181.9 1.22
Aug02 994.8 1016.8 1.02
Sept02 1044.6 831.6 0.80
Oct02 999.9 775.1 0.78
Nov02 991.3 778.6 0.79
Dec02 878.3 826.5 0.94
Jan03 805.5 741.7 0.92