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To: Mark Oliver who wrote (5499)	5/21/1998 8:46:00 AM
From: Katherine Derbyshire	Respond to of 10921

>> it struck me as strange that the bookings for some months were less than shipments in following months. I know this is a rolling average, but it would seem that if Feb had bookings of 1,233.5 why should the next 2 months come in 9 or 10 percent higher? Shouldn't the numbers be flat or lower than 1,233.5 unless the extra sales are coming in unbooked? If I see April numbers coming in at 1,074, how many months into the future will we see shipments that match that figure? Regards,<< The delay between booking an order and realizing the revenue can be as long as 12 months, depending on the type of equipment (some just take longer to build) and industry conditions at the time. I haven't looked at the data, but shane said (https://www.siliconinvestor.com/readmsg.aspx?msgid=4537776) he sees about a 4 month lag between bookings and billings. April bookings would thus be reflected in August shipments. Katherine