SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Silicon Valley Group
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: EACarl who wrote (453)5/12/1997 1:46:00 PM
From: Cary Salsberg   of 2946
 
Eric,

1. There are 3 divisions, Track(photoresist processing equipment), Thermco(oxidation, diffusion, and LPCVD), and Lithography. Lithography first became profitable in Q4 95, so it did not contribute much in the last industry expansion. I guess they shipped about 8 micrascans/quarter which is $40-50M, so it is about 40% of saless.

2. My guess on the 31% would be 5 micrascans to INTC.

3. SVGI settled all royalty obligations to IBM last quarter and took a $32.5M pre-tax charge.

4. I guess they are saving the cash to invest in inventory and AR expansion which will be necessary to support sales growth from $600M to $2.5B, the management target when the upturn is in full swing and lithography is producing 200 micrascans/year.

Hope this helps.

Cary
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News