Maxwell, YOU ARE THE MAN !, RE: $100 Answer, please add a couple more zeros to that.
Thanks for the account of Semicon trip.
Based on the what this thread has been able to gather
collectively, Cymer should have another good quarter.
1)Business has not markedly changed nor demand.
2) Push outs have been pushed back, or resupplied to a different vendor(s).
The market is figuring that out today.
75 lasers a month gives Cymer the capacity to produce
225 DUVs in a Quarter. How much capacity gets utilized,
we don't know, but given the demand it's very high.
This maybe an OCT rate and not Q3 rate.
I can see them doing 175 - 200 DUVs this past Q or
58 - 67 DUVs a month.
Add to the fact Ian's info of 17-18% net is expected
this quarter.
DUV x unit $ x .17 = net income / shares out = EPS
175 x 430,000 x .17 = 12,800,000/28,500,000 = 0.45
Maybe I'm missing something, but when I play this out
that's the low ball EPS I get. Based on what is Known.
We'll Know soon enough.
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