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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Xpiderman who wrote (27263)12/18/1998 11:51:00 AM
From: Greg Thornton  Read Replies (2) | Respond to of 70976
 
Xy,

I know it's been posted here before, but the thing to remember about their book to bill ratio is that it is bookings/shipments, which means that if bookings remain the same but shipments are down, the book to bill number will increase. This makes the ratio suspect in calling any kind of turnaround, especially since they business levels are down so much from last year!

In addition, the reported btb is a three month average, isn't it?

But we wouldn't want to dampen all of this enthusiasm by talking about reality!

Greg



To: Xpiderman who wrote (27263)12/18/1998 3:38:00 PM
From: Math Junkie  Respond to of 70976
 
Nice chart. Notice that, when you take into account the one-month delay in reporting, the September low in the Book-to-Bill corresponds nicely with the bottom of AMAT's stock price.


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