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


To: Ian@SI who wrote (16595)11/21/2005 4:14:03 PM
From: Kirk ©  Respond to of 25522
 
I updated my table of bookings and bilings
home.netcom.com
What is interesting, look at the Book to Bill Ratio I color code yellow. It's final revision has been under 1.0 since August 2004.

Nobody seems to comment that the book to bill was over 1 earlier but recent downward revisions to bookings made two of the green boxes (B2B >1.0) go back to less than 1.0. Maybe that is because the B2B is down but the prelim bookings for Oct were the highest since Dec 2004, a year ago.

Lets hope they don't revise downward again for Oct...