Cymer (CYMI) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Cymer (CYMI)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: D. K. G. who wrote (3139)	9/24/1997 5:46:00 PM
From: Defrocked	of 25960

Nice "stab" Denis but I think you left some meat on the table. Your revenue number for 700 DUVs does not include ancilliary support revenue for cavity replacement, every six months, and other stuff. I have been trying to pin down what an appropriate ratio of DUV-to-other- stuff ratio might be by having TS and Maxwell guess. Probably difficult to ascertain...but I think their guesses would be better than most. This is an important question as the ongoing revenue stream for support contracts and parts replacements obviously expands Cymer's potential. For instance, if the ratio is 4 to 1 then the above EPS number expands by 25%. Moreover, support contracts and parts revenue could increase the net margin to 12% or more from last quarter's 10% level. Please help us on this issue TS and Maxwell. Your answers, right or wrong, are better than uncertainty. Good investing all.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next