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


To: Henry D who wrote (7463)12/26/1998 8:15:00 AM
From: Dr. Bob  Read Replies (1) | Respond to of 10921
 
BTB of > 1.0 does not indicate the point at which "demand appears to have exceeded supply" - only where demand now has exceeded demand from a few months ago (when the "billed" orders were booked). When demand exceeds supply IS worth knowing, because that's when these stocks reach nosebleed levels, but it is a little harder to define - more related to when backlog time exceeds "turns" time substantially.

Bob