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: beanman who wrote (18846)	7/30/1998 2:44:00 PM
From: FJB	Read Replies (1) \| Respond to of 25960

RE:I think it is more important to look at R&D dollars at Lambda dedicated to DUV not revenue dollars. I think you will find (if you can) that they actually spend more than Cymer. If you have the number at your finger tips, maybe you could toss it out and then I'll try to verify. It would save me a good deal of time most likely.

To: beanman who wrote (18846)	7/30/1998 3:29:00 PM
From: FJB	Read Replies (2) \| Respond to of 25960

beanman, RE:I think it is more important to look at R&D dollars at Lambda dedicated to DUV not revenue dollars. I think you will find (if you can) that they actually spend more than Cymer. Looking at Coherent's last 10K, the entire company spent about $37M on R&D in '97. Cymer is on a pace to spend about $32/33M this year. So my question to you is, how can LP have a larger R&D budget than Cymer when Coherent's as a whole is only slightly larger? In addition, LP must spread this R&D over multiple product lines(industrial, scientific and medical). sec.gov Something doesn't add up here. They'll probably do about $20M in sales in DUV litho, but they are spending 150% of that on R&D! Help me out.