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

To: niek who wrote (1109)4/20/2006 3:53:42 PM
From: Proud_Infidel  Read Replies (1) | Respond to of 43176
 
Re: ASML sees spike in new chip production lines.

New technology adds spice to ASML chips.

ASML 1Q In-Line, Strong Guidance.

ASML Predicts Higher Machine Shipments in 2nd Quarter.

ASML books strong profits, offers upbeat outlook.

And yet the stock is down?!?!



To: niek who wrote (1109)4/21/2006 7:40:27 AM
From: dr_elis  Read Replies (2) | Respond to of 43176
 
So it seems all is well. When looking at the shipments/bookings figures - they mirror the book-to-bill ratio of ASML and are approaching a ratio of 1, which would signal an end to the current growth. Also, as Maurice indicated that memory capex is front-loaded, can we expect a weaker second half of the year in terms of bookings?


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