Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: dr_elis who wrote (1311)	12/12/2006 10:19:23 AM
From: niek	Read Replies (1) \| Respond to of 43532

re: Niek, you care to comment on this one? The previous Canon story on immersion tools as free giveaways was perhaps an indication for their desperation but a nuisance nonetheless. Is Canon triggering a price war over the whole lithography product range, here to grab significant orders from Elpida and Powerchip? Certainly Canon is desperate. Canon is 'giving away' about 4 immersiontools to potential customers. (whoever they are). These 4 are no real production tools but pre production tools. So, that is about the situation ASML had three years ago...allthough ASML never gave away any tools for free. I don't think Canon will trigger a price war. Elpida has no lithotools from ASML. PowerChip has an installed base of aprox. 20% lithotools from ASML. Now, PowerChip is technicaly in close cooperation with TSMC, WinBond and ProMos. They all three mainly use lithotools from ASML, so there will be a change that PowerChip will decide to buy ASML tool and Elpida will probably buy Nikon and Canon tools, and maybe ASML tools....I hope.:) Both companies will spend about $7 billion.