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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (14252)	4/13/2005 8:27:05 AM
From: matt dillabough	Read Replies (1) \| Respond to of 25522

06:48 ASML ASML Holding reports above consensus, sees Q2 order intake down from Q1 (16.31 ) Reports Q1 (Mar) earnings of $0.27 per share, calculated using current exchange rate, $0.04 better than the Reuters Estimates consensus of $0.23; revenues rose 51.2% year/year to $886.4 mln, calculated using current exchange rate, vs the $833.2 mln consensus. "The current slow improvement in semiconductor fab capacity utilization makes a sharp recovery of the industry unlikely in 2005. Therefore, we expect Q2 2005 order intake to be lower than that of Q1 2005. Although we remain cautious as our visibility beyond Q3 2005 is limited, the level of order intake and our track record of operational improvements are such that we are confident of continued profitability in each of the remaining quarters of 2005", CEO says. ASML says its backlog supports Q2 gross margin in 38-40% range, Q3 in 36-38% range.