TO ALL: 3rd Q Conf. call # will be 1-800-633-8284,
Replay Reservation # is 3033604. Live CC is restricted to analysts and brokers. Unsure of time replay
starts. I think 4:00 PM EST
As far as earnings go based on the premise of:
1) nothing has change as stated by the A - team
2) Strong demand for DUV - the incipient, de novo, scratch the surface, stages of its up cycle.
3) Cymer expects custmers to want a second source and is a part
of the business plan. Market share will grow for all players.
Some posters need to be reminded of this fact - calm down
when copmetitors are mentioned on this thread.
Fore warned is better!
I'm calling for 165 DUVs for Q3, based on what is known of Cymer's
production capacity. This is an achieveable goal and could be more.
Duv * unit$ = product rev * Net margin = net income/sharesout=EPS
165 * 430,000 =70,950,00 * .125 = 8,868,750/31,500,000 = 0.28
My best educated guess.
Reference:
techstocks.com
Boat, truck and plane backed - up! <g>
Here We Go! |
