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

To: robert b furman who wrote (17153)	1/13/2006 7:37:52 AM
From: niek	Read Replies (1) \| Respond to of 25522

TSMC claims to be ready for 22nm production. TSMC claims that its self-developed immersion lithography could produce wafers on 22nm node. TSMC is also confident that its lithography technology can shrink the process to 19nm. However, when considering actual demand and costs, 19nm production should only emerge after 2010. [EDN, Jan 13]

To: robert b furman who wrote (17153)	1/14/2006 7:17:47 AM
From: dr_elis	Read Replies (1) \| Respond to of 25522

I decided to wait for the earnings report on January 18th before doing anything. The "shake-out" slowed down yesterday, though volume was still rather high. The latest sell recommendation for ASML came yesterday from the German Helaba Trust based on valuation and indications for sluggish business in the second half of 2006. Nonetheless, they predicted that ASML will report a book-to-bill of 1.5 in their 4th Q. My bet is on a very strong Q4 and an optimistic outlook. I don´t think they have general capacity constraints right now, if any, these may be limited to production of their latest immersion tool Twinscan 1700.