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

To: etchmeister who wrote (1181)	7/27/2006 4:43:59 PM
From: niek	Read Replies (1) \| Respond to of 42810

niek - is that a correct statement (30% down)? Timothy Arcuri, Citigroup Global Markets Etch, this is what ASML said in the press release on July 19: Outlook “ASML expects unit bookings in Q3 2006 to be higher than Q3 shipments. Driving this expected strong performance are the introduction of our XT:1900i immersion product featuring 40-nanometer resolution, a relatively strong demand from the market, particularly memory customers, and anticipated market share gains as we ramp new volume customers and further penetrate the i-line segment with the XT:400 product range,” said Eric Meurice. “Our robust Q2 backlog and Q3 2006 order expectations are supported by the need for additional semiconductor production capacity, consistent with industry analyst estimates of 2006 semiconductor growth of 10 percent in value and 15 percent in units overall, and capacity build-up for strong flash memory growth in 2007.” ASML expects to ship 62 systems in Q3 2006 with an average selling price of EUR 14.5 million for new systems and an average selling price for all systems of EUR 12.5 million. Eighty-eight percent of the unit backlog has Q3 and Q4 2006 shipment dates, supporting a gross margin in Q3 2006 between 39 and 41 percent.