Cymer (CYMI) Message Board

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Technology Stocks : Cymer (CYMI)

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To: Greg Jung who wrote (19402)	9/5/1998 1:35:00 PM
From: Zeev Hed	Read Replies (1) of 25960

Greg, CYMI has a capacity of selling 1000 systems per year, this capacity has costs associated with it. If all they sell is., let say 300 lasers, the impact on the bottom line is quite heavy. I do not have the exact figure, but I am "guessing" that with their new service organization in place, their "break even" is probably around 100 lasers (about $50 MM per quarter). If they do not meet this figure they will start and eat into their cash cache. The market may not like it. Fortunately, management has so far been adept at avoiding actual red ink, but times are even more difficult now than they were last January. Zeev

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