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 : PRI Automation (PRIA) -- Ignore unavailable to you. Want to Upgrade?


To: orkrious who wrote (954)8/16/2000 5:20:45 PM
From: Ian@SI  Read Replies (2) | Respond to of 1214
 
And most of us are aware of the gross margin on an incremental copy of a software product. :-))))

There's probably close to 150 fabs operating that are up for grabs from a retrofit perspective; plus about 30 new fabs per year while the upleg lasts. ...another 3-5 years IMO.

Ian.

Today we do somewhere around $1.5 million in revenue per factory, and that has
the potential to grow to ~$15 million