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

To: niek who wrote (1272)	10/18/2006 3:33:21 PM
From: dr_elis	Read Replies (1) \| Respond to of 43451

"I expext ASML will sell 28 immersion tools in 2006, so a total of 70 units in 2006 and 2007 represents a number of sold units of 42 in 2007, worth € 1.050 billion or about 30% of the total revenue in 2007. Or am I wrong?" I just rechecked the phone conference. I am a bit confused concerning usage of the terms "i-line" and "immersion tools". What´s the difference between these two? In the presentation of the Q3 results is a breakdown of the backlog into value per technology. This shows "i-line" at 9% and "ArF immersion" at 19% of backlog value. I suppose the term i-line comprises the Twinscan 1400i, 1700i, 1900i, but I´m not sure. Anyhow, I use now the exact terms Meurice was using. "i-line" shipments will double in 2007 over 2006, just as they have doubled in 2006 over 2005. "i-line" revenue will hereby grow from about 9% to 15% of total revenue. 20-25 "immersion tools" will be shipped in 2006 (your number of 28 already shipped units in 2006 must therefor consist in part of 2005 shipments). No upside for this figure of 20-25 units in Q4 because of capacity constraints. They could sell more, but they cannot produce more.