Cymeed: You are getting all excited, but the $250,000 in maintenance is not parts bought from CYMI, a lot of it is their own people keeping all the piping going, keeping the air clean around the machine, support equipment etc. I presume that CYMI like any other supplier would have a service contracts (in the MRI field these go at 10% of the equipment per year). On the other hand, it is quite possible that those service contracts are sold by the SVG and the like since after all, CYMI just supplies one part of the system while the "system integrators" supply the complete stepper and lithography solution.
I think that if you assumed something like $50,000 per year per system you will capture most of the recurring revenues from the laser systems, at least as a firts cut estimate.
Regards,
Zeev |
