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To: csw who wrote (1293)	7/10/1998 12:54:00 PM
From: Yakov Lurye	Respond to of 2126

csw, welcome to SI and thanks for the ASP information. The thread seems to think that no FUSION tools had been shipped yet. In this case, 20 Fusion orders translate into $15M-40M addition to the backlog. That's fairly significant, considering that last Q sales were 47M (54M - 7.5M worth of stock returned by ANDO and counted as revenues). On the other hand, their 10Q shows under liabilities $14M in prepaid services and customers advances (a 10M increase in comparison with previous quarter) - so they may have already collected a large chunk of Fusion-related revenues... Y.