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

To: niek who wrote (16911)	12/21/2005 9:45:54 AM
From: Proud_Infidel	Respond to of 25522

Absolutely no idea......I have been scratching my head over this for some time now.

To: niek who wrote (16911)	12/21/2005 10:17:56 AM
From: Cary Salsberg	Read Replies (3) \| Respond to of 25522

RE: "Can someone explain to me how it's possible that for 15 month the b-to-b stays below 1 while the billings were about $ 18.5 billion and the bookings were about $ 16.5 billion?" There is an ~ 6 month minimum time lag between orders and revenue recognition. The last 15 months orders have trailed the previous year. These combined can easily produce the results you cited. A closer examination of the numbers might be in order.