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To: Zeev Hed who wrote (10763)11/30/1997 9:01:00 PM
From: Cymeed  Respond to of 25960
 
Zeev, I did not say Cymi is going to sell 2,000 lasers. I only said they can expand to 2,000 or even more if the market warrants. All the "guestimate" I have sent out so far are all based on 1,000 lasers by year 2,000, though at year 2000, they should have sold close to 2,000 lasers for all the years accumulated, which is the number I used to calculate recurring revenues.

You are having the right approach to count the wafers, the DUV per wafer, then get the max number of DUVs can be in service. Keep coming !



To: Zeev Hed who wrote (10763)11/30/1997 9:03:00 PM
From: FJB  Read Replies (1) | Respond to of 25960
 
Zeev,

Your $11/$30 Billion calculation seems to assume there will be no growth in the capital equipment sector. I can not agree with your forecast. A >$40B total market for semi-equipment in 2001 seems like a more realistic number to me.

Bob