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Technology Stocks : LUMM - Lumenon Innovative Lightwave Technology Inc.
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To: UR_In&Out who wrote (1652)3/25/2000 1:47:00 AM
From: pat mudge  Read Replies (1) of 2484
 
The cost of each chip is reported to be somewhere between $50 to $100 a chip. Using the higher figure gets the COGS:192,000 X $500 = $96,000,000

Are you saying $50 to $100 per chip or per channel? If per chip, you should multiply 192,000 X $100 not $500. If per channel, multiply 192,000 X $800.

I appreciate all the work you've done, but going out to 2002 isn't practical. We need to look at the first 12 months and see what the numbers are likely to be as they ramp.

I'll do the work if you'll clarify the costs of production. I'll also need to know what basis Molex uses for their 25% margins. Is that figure based on cost of goods?

Also, at what rate do the per-channel prices come down? And what is the savings Lumenon is expecting with their PHASIC process?

If anyone knows prices per channel and rate of decline, let me know via PM. I'd also like to know how many months it takes to optimize yields. Since Lumenon has no experience in manufacturing other than their pilot facility, we need to allow several months to work out the bugs.

I have a friend who's close to Bookham, so I'll see if I can get some figures from their early days in their first facility.

Pat



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