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Technology Stocks : Silicon Valley Group
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To: FJB who wrote (779)8/7/1997 11:32:00 AM
From: Juniper   of 2946
 
Bob,
The numbers of 650 Mil in revenues with 50 Micrascans at $5-7 mil. per, sound about right, so the conclusion that a huge chunk (300-400 Mil) came from track/thermco is probably correct. The weighting of when this happened is what to look at though. I remember reading lithography only recently has been profitable, starting maybe a year to a year and half ago. So at the beginning of the year the revenue figures come from, track and thermco were probably a high percentage of revenues. On the last quarterly on which a percentage of operating profits of SVGL were given to IBM and reported, I'd calculated that SVGL was responsible for almost all of the eps reported. Of course this doesn't show what track/thermco revenues were, but it suggested they weren't doing too hot at the time compared to lith. The latest quarterly shows a large increase in bookings(27%?), while Micrascan orders down for the quarter, so I think track/thermco may now be picking up again.
Jun
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