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Replies to #14384 on The Black Box
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gottfried

03/18/04 10:18 PM

#14386 RE: WinLoseOrDraw #14384

bookings and billings are now well above 2002 peak levels. I expect them to keep climbing for months. BtB has declined - just like in previous cycles, where it rose again later as bookings and billings kept going up.

Carl Johnson provided a chart comparing the duration of past cycles. By that chart, this cycle is young.
http://www.siliconinvestor.com/stocktalk/msg.gsp?msgid=19930335