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Technology Stocks : ASML Holding NV -- Ignore unavailable to you. Want to Upgrade?

To: niek who wrote (1058)	1/18/2006 12:29:20 PM
From: Proud_Infidel	Respond to of 42741

Most of the good news for 2006 is already priced into the shares, but the strong order intake tickled the imagination. yahoo.reuters.com Who is saying this? I assume an analyst is but one cannot tell, as there are no quotations around the line so it looks as though the article is stating it as fact. Very poor.

To: niek who wrote (1058)	1/18/2006 1:30:22 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 42741

Dropping prices signal spending restart, says ASML Peter Clarke EE Times (01/18/2006 10:02 AM EST) LONDON — It may seem that counter-intuitive but lithography equipment vendor ASML Holding NV believes that a fall in the average selling price of its equipment in the fourth quarter of 2005 signals a beneficial change in the market. In its financial results for Q4 and the full 2005 year ASML (Veldhoven, The Netherlands) said the Q4 2005 average selling price (ASP) AMSL’s new lithography systems, as opposed to reconditioned machines, was 12.5 million euro (about $15.2 million). This was considerably lower than the Q3 2005 ASP for new lithography systems of 15.0 million euro (about $18.2 million). ASML said this was due to a changing product mix that favored lower-cost 248-nanometer wavelength (KrF) technology in Q4 2005, rather than the latest leading-edge machines. ASML went further and said the changing product mix was a sign of a resumption of capacity additions by customers coming on top of leading-edge technical purchases. The Q4 2005 ASP for all ASML systems sold was 9.7 million euro (about $11.8 million), compared with the Q3 2005 ASP of 11.8 million euro (about $14.3 million). The Q4 2005 net bookings exceeded expectations with 55 systems valued at 651 million euro (about $790 million), including 43 new systems with an average selling price of 14.5 million euro (about $17.6 million). ASML’s assessment was that the bookings uptick reflected sustained demand from memory and integrated device manufacturers as well as increased capacity demand from foundries and continued demand for immersion systems.