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Technology Stocks : Cymer (CYMI)
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To: FJB who wrote (20317)12/3/1998 8:06:00 AM
From: orkrious  Read Replies (2) of 25960
 
Bob, re

Rowan estimated the total market opportunity for DUV lasers to be about
$300 million this year, swelling to nearly $1 billion by 2003

Coincidentally, I week ago I put together a spreadsheet trying to take a WAG as to what Cymer's sales would be in 2003. It is so WAG that I would be embarrassed to describe how I put it together. Regardless, it showed sales of $3.3 billion, and an average ASP of $750k. If the SBN article is correct, do you think a 2/1 service & spares revenues to new laser revenues ratio is correct? or is my $3.3 billion revenue number high or low?

Jay
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