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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 142.62+2.2%Nov 21 9:30 AM EST
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To: Sam Citron who wrote (10124)1/28/2002 9:42:53 AM
From: Robert Douglas   of 10921
 
How much does a replacement chamber cost? Any idea what CYMI's margins are in making them?

I don't know the actual dollar numbers and the replacement cycle depends on usage which depends on end demand. A recent Morgan Stanley report estimated that discharge chambers require reconditioning between 1 and 3 times a year. Furthermore they said that margins were "better than corporate average" in this "razor blade" business. Since the spares and service business is growing as a proportion of total sales, I expect total corporate margins to continue to rise.
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