Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

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Dec 26 9:30 AM EST

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To: niek who wrote (17009)	1/4/2006 2:41:32 PM
From: etchmeister	Read Replies (1) of 25522

Hi Niek - advanced flash probably the most aggressive adopters for immersion litho? ASML Seen Benefiting From Lithography Adoption David Ng, 12.29.05, 3:00 PM ET ASML Holdings Tear Sheet Chart News Prudential Equity Group reiterated an "overweight" rating on ASML Holdings (nasdaq: ASML - news - people ) and raised the target price to $25 from $20. The research firm cited the positive adoption rate of immersion lithography technology, which should benefit ASML. "We believe that the adoption of immersion lithography is progressing faster than expected," Prudential analyst Ben Pang wrote in a recent report. "We now expect ASML to ship 25 to 30 immersion systems in 2006. This is 15% higher than our original estimate, driven primarily by more aggressive shrink for flash memory." Prudential estimates ASML is holding a six-month lead over Nikon, down from the nine- to12-month advantage last quarter based on recent customer activity. The research firm raised the fiscal 2006 earnings-per-share estimate on ASML to 95 cents from 77 cents.

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