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Technology Stocks : ASML Holding NV

ASML 1,413

-1.1%

3:59 PM EST

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To: Cary Salsberg who wrote (934)	7/7/2004 9:29:17 AM
From: Proud_Infidel	Read Replies (1) of 43442

Found this on the Yahoo message boards so reader beware: MS today reits overweight on ASML ASML scheduled to announce its 2Q 04 results on July 14 at 7am UK time with a press conference at 9am UK time and an investor conference at 3:30pm UK time. MS expects 2Q revs of E 572.6MM, up 26.3% seq with eps of E 0.11, vs. consensus of E 560 mm and eps of E 0.11. MS expects total unit shipments to increase to 69 units (54 new tools and 15 used tools) from 58 tools (42 new/16 used) in Q1. Sees gross margin of 33.5%, up 2% seq. Sees rising ASPs in order backlog reflecting richer mix of 300 mm tools. MS believes ASML will provide a solid outlook for Q3 and 2H 04 and update on potential entry into the LCD stepper market and confirmation of the scheduled shipment of the industry's first immersion litho tool to TSMC in Q3. MS Target price of E 20 or $24.60

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