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Technology Stocks : ASML Holding NV
ASML 1,413-1.5%Feb 10 3:59 PM EST

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To: dr_elis who wrote (1270)10/18/2006 1:13:40 PM
From: niek  Read Replies (1) of 43470
 
re:
Immersion tool percentage of revenue to increase from about 9% to 15% in 07.

Suppose the total revenue will be € 3.5 billion in 2007, and that's a fair estimate, 15% represents € 525 million or only 21 machine's, because the ASP is about € 25 million each.
ASML said in Q2 that they expect to sell a total of 70 immersion tools in 2006 and 2007.

I expext ASML will sell 28 immersion tools in 2006, so a total of 70 units in 2006 and 2007 represents a number of sold units of 42 in 2007, worth € 1.050 billion or about 30% of the total revenue in 2007.
Or am I wrong?
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