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

To: Math Junkie who wrote (27277)12/19/1998 7:09:00 AM
From: Duker  Respond to of 70976
 
<<..., and if AMAT behaved like it did in '96, it would be up to 59 1/2 at that time. Wow, that's a scary thought!>>

I am willing to face that fear!

--Duker



To: Math Junkie who wrote (27277)12/20/1998 9:46:00 AM
From: Skeeter Bug  Read Replies (2) | Respond to of 70976
 
btb, in and of itself, is meaningless. you have to dissect the book and the bill numbers and compare them to last year. a book to bill of 100 could be horrible. $100 booked and $1 billed. let's get a little deeper here.

is it true that with this "good" book to bill ratio that orders are still down 30-40% compared to last year?


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