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

To: dr_elis who wrote (1285)	10/25/2006 12:13:52 PM
From: niek	Read Replies (1) \| Respond to of 43514

Nanya reports sales up 16%, profits up 39% quarter-on-quarter The Semiconductor Reporter October 25, 2006 TAIPEI, Taiwan -- Nanya Technology Corp. joined other DRAM suppliers this week reporting strong results for the third quarter. The company reported record net income of NT$5.166 billion ($157.6 million U.S.), or NT$1.35 per share, a 39% sequential increase, and a 156% increase compared to net income in the year-ago quarter. Net sales were reported as NT$20.402 billion ($622.3 million U.S.), up 16% sequentially and up 43% on-year. Bit shipments were up 9% sequentially and up 38% on-year, and average selling prices were up 6% compared to both the prior quarter and the year-ago quarter, the company said. Gross margin was 32% of sales in the quarter, compared to 28% in the prior quarter and 21% in 3Q05. Operating income was reported as NT$4.095 billion ($124.9 million U.S.), up 48% sequentially and triple the 3Q05 figure. Nanya said it succeeded in qualifying 70-nm process technology in the quarter. The company expects DDR2 DRAM contract pricing to remain firm during the fourth quarter with continued strong demand, according to Pei-Lin Pai, vice president. The capacity increase expected during the quarter for the global DRAM industry is "limited," he said. No major conversions of flash memory capacity to DRAM production is seen in the short-term. Meanwhile demand for DDR1 memory is expected to continue, remaining essentially flat, he said, supported mainly by low-cost PCs and emerging consumer applications. Nanya, which broke gound on its 300-mm Fab 3 in March of this year, expects to be building the clean room in the first quarter of next year, and to start equipment move-ins in the second quarter. Pilot runs are planned for the third quarter, with target capacity for the first phase of 30,000 wafer starts per month. The fab will support a capacity of 62,000 wafers per month when fully equipped.

To: dr_elis who wrote (1285)	10/25/2006 12:19:58 PM
From: niek	Read Replies (2) \| Respond to of 43514

re: I just don´t understand why Meurice/ASML went so far with speculations about the situation in 2007 when reporting Q3 earnings. There are a lot of rumors here in the Netherlands. One source says that ASML wants to buy back another € 400 million worth of shares and that a lower stockprice certainly would help..... I can't believe this was the background of the story Meurice told us about a possible decline of the NAND flash market in 2007, but rumors......where there is some smoke there is a possible fire.