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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (7201)9/17/2003 11:03:09 PM
From: Cary Salsberg  Read Replies (2) | Respond to of 25522
 
RE: "btb"

Orders are for the next 12 months and revenues, with the customer acceptance criteria, reflect the last 6 months of shipments. I think bts, bookings to shipments, would be more helpful. In an environment where production shipments are smaller than normal, the delay between shipments and acceptance is greater than normal.



To: Gottfried who wrote (7201)9/17/2003 11:17:12 PM
From: BWAC  Read Replies (1) | Respond to of 25522
 
<I wonder what investors will look at.>

Hmmmm, Don't know? Ask the 5 or 6 investors left on SI what they are looking at.

I have no idea what the countless other speculators and momo artists will do.


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