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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 171.08-5.9%Dec 31 3:59 PM EST
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To: Ian@SI who wrote (2518)9/9/1997 10:28:00 AM
From: Cary Salsberg   of 10921
 
Ian, Sam,

You guys are impressive! Its like having "elves" that do ones stock analysis when one sleeps. About the 1000 number, I think it may not be so conservative. As Ian states, 1000 is the current stepper number, but these are mostly I-line and not as DUV. I think the industry will have a good deal of trouble producing 1000 DUV step and scan systems in one year.

Ian, a 4 PSR seems high for a company that is selling a relatively fixed number of systems and is servicing a slow growing base.

Your 500+ number is reduced to 112.5+ with the reduction of the price from $2M to $450K. I hope you will gives us a revised computation and I suspect you will need to make some revenue assumptions about service revenue.

Thank you,

Cary
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