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Technology Stocks : Cymer (CYMI)
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To: Ian@SI who wrote (24166)2/3/2000 12:18:00 AM
From: FJB  Read Replies (2) of 25960
 
Ian,

If you go back through Cymer's SEC filings, SVGL accounted for 6% of sales in both '97 and '98, or approximately $23M for those years. Through third quarter '99 they represented 7% of sales, or an additional $10M. I don't think they broke out sales per integrator in the Q4 call, but using 5% that would be another $4M.

So in total, Cymer has shipped about $37M worth of lasers to SVGL or over 80 units(assuming a $450k ASP) in the past three years. I agree with you that these lasers must be going somewhere. :-) Congratulations on your Cymer profits.

Bob
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