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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?


To: Mark Oliver who wrote (5480)5/20/1998 10:16:00 PM
From: Katherine Derbyshire  Read Replies (1) | Respond to of 10921
 
Shipments exceeding bookings is *why* the BtB is sliding. Companies are moving existing orders out the door faster than they're bringing new ones in.

Book-to-bill of .79 means $79 in new orders for every $100 of shipments (billings).

Yes, lead times will shrink as equipment companies work through their backlogs.

Katherine