Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Katherine Derbyshire who wrote (51053)	8/22/2001 11:43:05 PM
From: advocatedevil	Read Replies (1) \| Respond to of 70976

Katherine, It's profit , not revenue. One helluva difference. AdvocateDevil

To: Katherine Derbyshire who wrote (51053)	8/23/2001 2:27:42 AM
From: StanX Long	Read Replies (1) \| Respond to of 70976

Katherine, that is still hard to believe. You wrote “An $83 million change in revenue is roughly 9 steppers.” Being in the industry, I agree that the Suggested Retail prices on these Semi Equipment systems are high, but over $9,000,000.00 per system sound too high. You maybe right that being the asking price, but selling one system at nine million to each of their customers is hard to believe. This is especially true with some of the more "tight" customer who knows how to “whack off” 20 – 30% of the asking price during these hard times. Most systems that I am familiar with or ½ or 1/3 the nine million per system number you quoted. But not being in the Litho end of our industry since the days of Perkin Elmer in Connecticut, I guess I am surprised that customers are paying nine million per system. I am sure you are correct, and maybe the litho end of the SEC is even harder system to design than I realized. I just thought, "maybe the sold what they expected, but their customer "whacked" the Retail down the 30% everyone is talking about on every system. Go figure. :0) Stan