SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: MtnMan who wrote (17093)4/24/1998 10:58:00 AM
From: Ian@SI  Read Replies (1) of 25960
 
Guess re number of lasers sold based upon conference call info:

Akins said 87 lasers went from inventory at lithography tool makers to chipmakers yet that inventory only dropped by 10 lasers: thus 77 lasers sold for that statement.

In addition, lasers were sold for service and spares. I believe the number used was a little larger than 10% of $49.3M revenue or about $5M to $5.5M. The service / spares lasers would probably be the old ones at about $240K each. Thus somewhere near 22-25 lasers for this use.

This would indicate that about 100 lasers (+/- 5) were probably sold last quarter.

FWIW,

Ian.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News