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Technology Stocks : Semi Equipment Analysis

SOXX 291.39

+2.8%

Nov 26 4:00 PM EST

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To: Proud_Infidel who wrote (27991)	1/18/2006 10:38:47 AM
From: sixty2nds	Read Replies (1) of 95480

10:01 ASML ASML Holding earnings call summary (21.64 +0.98) -Update- Three key messages were noted: Co has strong execution, they sit on a major opportunity with 45nm technology ramping and they are happy to confirm cycle is seeing significant sales in the beginning of 2006. Co is happy to confirm they are in semi upswing, noting significant activity in turns business. During Q&A: co noted they do not know exactly when volume ramp begins in 2007. Co's target is to have 6 months for lead times, with current environment being 9 months.

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