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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: MythMan who wrote (251504)7/22/2003 4:32:11 PM
From: yard_man  Read Replies (4) of 436258
 
biz.yahoo.com

>>and the company's expectation that there will be no significant industry recovery during the remainder of 2003<<

They say their book-to-bill jumped above 1 but lookie

>>Cymer calculates its book-to-bill ratio utilizing bookings and revenue from systems, spare parts, consumables and upgrade kits only; service and R&D contract revenue are not used in the calculation.)

and

>>Non-systems product revenue, which consists of upgrades, consumables and spare parts and service, represented 42 percent of second quarter 2003 revenue -- the highest level ever in the company's history -- compared to 35 percent of first quarter 2003 revenue.

now with the rev drop -- look at how much of that drop was from systems. wow.
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