SI
SI
discoversearch

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: Investor2 who wrote (21467)3/25/1999 9:44:00 PM
From: FJB  Read Replies (1) | Respond to of 25960
 
I2,

I'm unclear what the purpose of you highlighting that statement from COHR's report is, but I have some better data for you nevertheless. Lambda shipped about $4.5M of litho lasers in that quarter and booked 0.54($2.4M) of that for the same product per their CC. This brings me to the question of whether you believe the statement that Revenues reflect higher sales volumes in commercial solid-state products and in the lithography business can be attributed to something that accounted for approximately 4% of sales, or is that a PR exaggeration considering sales were only up $1M in that category(or less than one percent of sales) over the previous Q?

There is no need for you help Lambda PR. They are in a class of their own. Also, you can expect the first installation of a Lambda laser at a chip manufacturer to get prominent notice in their next earnings release. I hope you do not get carried away with their spin. They should be able to acquire some good data about how lasers are used in the field, at last.

Here is some data I compiled about the 4th calendar quarter of last year:
Message 7604259

I hope you can draw some rational conclusions from it and don't believe the hype.

Bob