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: Zeev Hed who wrote (22122)5/29/1999 6:02:00 PM
From: Ian@SI  Read Replies (1) | Respond to of 25960
 
Zeev,

You put me on my soap box again.

Please don't look at the ratio for the Book to Bill in isolation from the underlying numbers.

Both orders and sales increased in the recent book to bill from the prior month.

i.e. GROWTH in both orders and in sales continued uninterrupted. It's just that sales grew at a faster rate than bookings.

This, IMO, is very very very good.

This is not a negative inflection point.

[end rant]

By the way, I think that if the BtB is all you are worried about today, then the world is coming up roses again.

;-)

Ian.