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Technology Stocks : Cymer (CYMI)
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To: ScotMcI who wrote (22372)7/2/1999 9:03:00 PM
From: orkrious  Read Replies (1) of 25960
 
Something that I don't recall having heard before (could be my memory, though) is that the transition to direct support was responsible for some of the falloff in spares and service last quarter.

Scot, it is your memory.

See this section of my annual meeting post:

This was my biggest concern. It turns out to be a non-issue. Reading the press release, it seemed that their service and spares revenue would diminish over time. The lifetime warranty is only on the chamber, and it is only for so many pulses. Clearly, the warranty means we will get less revenue than we would have without the warranty, but it won't have that big an effect. The biggest reason service and spares decreased in Q1 from Q4 was than in the past the integrators (Nikon, ASML, etc.) carried the service and spares inventory. Now the end users do. There was a time lag as the integrators inventory was used up. BTW, the margins will be higher dealing directly with the end users.

Message 9652474

Jay
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