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.

Technology Stocks : Cymer (CYMI) -- Ignore unavailable to you. Want to Upgrade?

To: Curlton Latts who wrote (15762)	3/12/1998 3:50:00 PM
From: Tulvio Durand	Respond to of 25960

Spares and Support (S&S). What are they? And how much revenue do they generate? Replacement laser source, $50,000/laser-unit every 3 months Chamber --? Gas ---? Other parts and consumables --? Support labor --? Total/laser-unit --? In the last CC Angus said spares and support would amount to about 15% of total 1998 revenue. It seems to me that 15% S&S is understated by quite a bit just based on the replacement laser source alone. Allowing one replacement under warranty would still generate at least $100,000/yr for each of the 260 operational lasers for the first year and double that amount for the second and subsequent years. The S&S % should increase every year to the point it becomes the predominant revenue generator. Could someone kindly project % S&S earnings. Thanks. Tulvio