Nice presentation by Mitch: CIBC World Market's Web site at cibcwm.com
Number of Fab opportunities being tracked continues to grow. Here's to him converting all of these into wins.
New presentation with new slides (compared to those that I've seen / heard recently).
Slide 8 gives the customer list broken down by OEM (with AMAT, KLAC, TEL, SVGI, MTSN, etc heading the list); Software with ADI, GLW, MOT, NT, Sony, TSMC, etc.: and Factory systems with IBM, INTC, IFX, MU, MOT, TXN
and TSMC among others in that list.
An interesting slide shows PRI's BtB compared with SEMI. PRI has handily beat the industry's book to bill in each
of the last 9 Qs.
And the 300 MM fab revenue opportunity was broken out.
200MM 300MM
Lithography 2M 10M
Software 1.5M 15M
Tool Aut'n 5M 30M
Factory Aut'n 15M 40M
Total: 20-25M 85-95M per fab.
|
