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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 301.11+6.9%Jan 9 9:30 AM EST

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To: niek who wrote (17038)1/9/2006 1:12:46 PM
From: dr_elis  Read Replies (2) of 25522
 
4th quarter shipments of 40 tools would be exactly in-line with ASML´s own predictions. I wonder what this "...though with a higher percentage than previous quarters of 248nm KrF systems due to increased orders from foundries" remark tells us about revenues/earnings to be expected? In regard of the recent strength of ASML I am prepared to see that a mere fulfilment of predictions is bound to create downside pressure.
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