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

To: dr_elis who wrote (1381)	5/3/2007 9:16:10 AM
From: niek	Read Replies (1) \| Respond to of 43592

Dr, sorry for answering so late, but I was away for a short holiday. I think Thomas Weissel is one of the very few who gave a downgrade after the Q1 figures in April. It's of no importance I think. Now about the CAPEX reduction from AMD. I think they will spend less in upgrading the 200-mm Fab-30 in Dresden, germany, to 300-mm. I don't think it will hit ASML much. Maybe ASML will sell 1 ot 2 lithotools less, not more. By gaining marketshare you don't even miss 1 or 2 tools from AMD. Niek