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

To: Proud_Infidel who wrote (27991)1/18/2006 10:38:47 AM
From: sixty2nds  Read Replies (1) | Respond to of 95480
 
10:01 ASML ASML Holding earnings call summary (21.64 +0.98) -Update-

Three key messages were noted: Co has strong execution, they sit on a major opportunity with 45nm technology ramping and they are happy to confirm cycle is seeing significant sales in the beginning of 2006. Co is happy to confirm they are in semi upswing, noting significant activity in turns business. During Q&A: co noted they do not know exactly when volume ramp begins in 2007. Co's target is to have 6 months for lead times, with current environment being 9 months.



To: Proud_Infidel who wrote (27991)1/18/2006 3:58:11 PM
From: BMcV  Respond to of 95480
 
There are two positives in that article:

"Powerchip recently said it would double its capital expenditure budget this year to $1.8 billion"

And "Promos Technologies Inc., also said this week that it would double its capex budget to $2.3 billion"

If those are USD that adds up to a lot. I think Promos is a big customer of MTSN, but I'm not sure.


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