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

To: JC2 who wrote (334)	2/25/1998 11:08:00 AM
From: Joe Hoek	Respond to of 43208

Looks like "We're Back!!!!". Been waiting for this for a while. hopefully ASMLF will return to the old days of $5+ swings, great way to make 5.0% in a day. Still kicking myself for not getting it when it was at $55 a few months back, but will enjoy (hopefully) day trading it over the next few weeks or months. Best regards, Joe Hoek P.S. For anyone shorting, hope it does a pullback so you can cover, and give any longs an opportunity to add to their positions.

To: JC2 who wrote (334)	2/25/1998 11:28:00 AM
From: Joost Bruining	Read Replies (1) \| Respond to of 43208

JC2 Here is an indication about the lease construction with Hyundai (from sumnet.com ) Sue Billat, VP of BancAmerica Robertson Stephens, says some of the data to determine whether ASML or Canon is number two hasn't come in yet from Japan. But she cites the Dataquest estimate and anecdotal evidence from the industry as compelling reasons that ASML has overtaken Canon. "If they haven't, they probably will shortly," she added. ASML has provided "a compelling combination of technology and productivity" in its charge to the top of the lithography heap, Ms. Billat said. Part of what has driven its growth--as well as that of Nikon and Canon--is the semiconductor industry's now-insatiable demand for deep-UV lithography systems. DUV provides the "waterslide" for "faster and faster shrinks," she added. Until recently, production of DUV equipment had been constrained by scarcity of DUV lens material, which had been handcrafted. Now production of the lens material is automated, and the supply is steadier. Hyundai's huge order last fall hasn't been cancelled or cut back in light of the economic turmoil in South Korea, according to Ms. Billat. Most of the order had been for deep-UV equipment, and now it is apparently all for DUV, with the I-line equipment being "de-booked," she said. With Hyundai delaying its fab in Scotland, all resources are now being diverted to the company's fabs in Korea, with the shift to 64-megabit DRAM production taking priority and driving increased demand for DUV, rather than I-line. The big question, for Hyundai and for Samsung and LG Semicon, is paying for this lithography equipment. "Koreans have a healthy appetite for leading-edge technology," Ms. Billat said. The Big Three of Korea have been in discussions with ASML and other equipment vendors on alternatives to financing their purchases. Leasing may emerge as one method. Good Luck and Regards Joost