SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Cymer (CYMI) -- Ignore unavailable to you. Want to Upgrade?


To: Xpiderman who wrote (21143)2/19/1999 8:54:00 AM
From: Andrew Vance  Read Replies (1) | Respond to of 25960
 
Thanks for the link. However, the B to B is somewhat misleading. The ratios say one thing but the actual numbers are what are important.
Would you rather have a B:B of 1.10 or 0.81? The answer is actually 0.81 and not 1.10 if you look at the data. Shipments are still down considerably and even though bookings are up, the bookings are not at the levels they were at when the B:B was 0.81

Don't get me wrong, I have been watching B:B for years since I am a 20 year veteran of the IC manufacturing industry. I look more closely at the numbers behind the ratios<GGG>.

Andrew