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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: StanX Long who wrote (13047)	1/15/2004 8:49:24 AM
From: Gottfried	Respond to of 95391

Stan, thank you for the articles! IBM is up over 6% right now and I think the Intel plunge will subside, too. Gottfried

To: StanX Long who wrote (13047)	1/15/2004 11:16:14 PM
From: StanX Long	Read Replies (1) \| Respond to of 95391

Dunn predicts "sold-out" ASML's backlog will rise in Q1 By Peter Clarke Silicon Strategies 01/15/2004, 2:24 PM ET VELDHOVEN, The Netherlands -- Doug Dunn, president and chief executive officer of lithography maker ASML Holding NV predicted four, six or even eight profitable quarters after his company had achieved a "breathtaking turn-around" into profitability in the fourth quarter of 2003. Dunn, speaking on a conference call organized for financial analysts, following announcement of the company's fourth quarter results, said the turn-around had resulted from a greater than expected surge in demand for machines that process 200-mm diameter wafers. He added that the momentum would likely keep the company's back-log rising in the first quarter of 2004 from the 124 machines at which it currently stands. Dunn said that the surge in 200-mm equipment orders was understandable in that it was easier and lower cost to duplicate existing lines and fill 200-mm fabs in the short term. "But later this year people will want to populate 300-mm shells that are running at 25 percent," Dunn said. He added that there were some customers who would go to the next processing node on advanced equipment but who did not want to go to 300-mm wafer processing. Dunn told the analysts that about 80 percent of the 124 machine backlog was scheduled for delivery within six months and all of it within a year. "We're sold out in the first half of the year and time we started concentrating on the fourth quarter," Dunn said when asked about rising lead times for equipment delivery.