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

To: niek who wrote (1269)	10/18/2006 10:34:05 AM
From: dr_elis	Read Replies (2) \| Respond to of 43442

Some notes from the Q&A session: Based on bookings in October upside seen possible from projected 65 units booking in Q4. Capacity constraints prevent shipment of more immersion units in Q4. Longer lead times for immersion tools. Immersion tool percentage of revenue to increase from about 9% to 15% in 07. Revenue growth seen possible in 2007. Possible flash correction due to “overheating” could affect at most 10-15% of total revenue in 07 and will be shortlived. Forecast of flat revenue in 07 over 06 is based on the assumption that the flash correction actually takes place. As yet no indications whatsoever for double bookings. Based on backlog sales in Q1 and Q2 2007 are basically settled to remain on the current high level.