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Technology Stocks : Cymer (CYMI)
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To: Yakov Lurye who wrote (13015)1/23/1998 2:41:00 AM
From: FJB  Read Replies (3) of 25960
 
Yakov,

Yes, your analysis looks correct(maybe someone else can triple check) and this leads us back to backlog being the most crucial number(which you said many posts ago). If we come to 110-170 units additional bookings, then that means $48M($440K a laser) to $74M added to a backlog of $116M subtracting product sales of $57M in Q4 we get a range of $107M to $133M for the new backlog number. Basically, something over $120M would look positive? I wonder what expectations are.

Bob

PS No, I don't think 60% is representative number. I believe Nikon will ship a much lower percentage of DUV tools, but it's hard to find good data on their shipments. Anyone have any?
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