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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 180.96+5.8%12:45 PM EST
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To: Sam Citron who wrote (2515)9/9/1997 9:49:00 AM
From: Ian@SI   of 10921
 
Sam,

Re ASP / laser: I stand corrected. # was overstated due to my incorrect assumptions.

Re rampup: Came from earnings conference call. I should have taken notes. Gist was CYMI will not be the bottleneck in building steppers; once new facilities are fully productive, existing line will be used for R&D primarily.

Note that I started with Cary's unit sales estimate which I believe is quite conservative; and, I used a rather conservative PSR for a leading edge company which has a virtual monopoly.

However with the new ASP, I would easily concede that this one is less likely to be a 9 bagger within 3 years. It may only be a 3-5 bagger. ;-)

Sam, Thanks for bringing solid facts to bear.

Ian.
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