Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: niek who wrote (17169)	1/13/2006 10:40:35 AM
From: niek	Read Replies (1) \| Respond to of 25522

Prudential about ASML two weeks ago about ASML ASML Seen Benefiting From Lithography Adoption. David Ng, 12.29.05, 3:00 PM ET Prudential Equity Group reiterated an "overweight" rating on ASML Holdings and raised the target price to $25 from $20. The research firm cited the positive adoption rate of immersion lithography technology, which should benefit ASML. "We believe that the adoption of immersion lithography is progressing faster than expected," Prudential analyst Ben Pang wrote in a recent report. "We now expect ASML to ship 25 to 30 immersion systems in 2006. This is 15% higher than our original estimate, driven primarily by more aggressive shrink for flash memory." Prudential estimates ASML is holding a six-month lead over Nikon, down from the nine- to12-month advantage last quarter based on recent customer activity. The research firm raised the fiscal 2006 earnings-per-share estimate on ASML to 95 cents from 77 cents.

To: niek who wrote (17169)	1/13/2006 10:51:04 AM
From: Gottfried	Respond to of 25522

Niek, you were right.

To: niek who wrote (17169)	1/13/2006 11:32:10 AM
From: etchmeister	Respond to of 25522

but recommended selling into any rallies in the shares on the belief that December will mark the peak in order acceleration. Pang highlighted Samsung's plan for 2006 chip capital expenditures announced overnight, which represented a greater-than-expected decline from 2005. First of all you are correct about Capex - also the won/$ might have some impact; it's hurting on one side but it's helping on the other side home.netcom.com I guess one has to take the time a listen directly (that's why I posted the recap from SNDK board). Otherwise he's trying to pull a Goldman Sachs ("December will mark the peak in order acceleration "- second derivative; note NA bookings are flat up to Novemeber and December will probably mark the first uptick). I knew they were going to pull the cycle peak scenario but it seems to be a little early. I keep low profile until we make it through option ex and depending on risk attitude add Usually precursor for peak should be several upwards revisions line 15 & 16--15 in construction; 15-20,000wpm (12 inch) at end of year. mild oversupply of DRAM in 2006 after Q1; price hikes due to lack of availability of supply; slight oversupply for NAND inQ1, but shortage for rest of year. not sure how Mintel will affect supply, but not much for this year. 200% byte demand growth for industry, Samsung growth target will be about 160%, but this is conservative, may be above that; mp3 player with moving pictures one pdt to drive growth; breakdown by application of demand: estimated--2005: 38% went to digital camera; 11% to handset, 19% to USB; 26% to mp3; 2006: digital camera- 30%; handset--15% ; mp3--23%; USB 15%; for VISTA, MSFT will recommend at least 1mb of memory, preferably 2mb. 120% growth in memory shipment (not broken out--sounds low to me). NAND demand grew 15% QoQ for memory, thanks to strong growth in NAND. 54% growth rate in Q4. Q106--seasonal decline. but game consoles will be strong. some concern about the rapidly appreciating Won