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ASML Holding NV
An SI Board Since May 1997
Posts SubjectMarks Bans Symbol
6454 79 0 ASML
Emcee:  Ritz Type:  Unmoderated
Any input on this company? The stock has performed very well. Is it overvalued compared to SVGI and UTEK?

-Ritz
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6454 ASML CC: DRAM pull-ins, too. "actually quite normal"...…………………………………BeenRetired-an hour ago
6453 ASML CC: High NA same mature source (think no brainer)……………………………………………………………….BeenRetired1yesterday
6452 ASML CC: Need for both NXE:3400B & C...………………………………………………………………………………………………BeenRetired-yesterday
6451ASML CC: 3400C RAM roadmap...………………………………………………………………………………………………………………………………………BeenRetired-yesterday
6450ASML CC: Next stop higher price tag 155 EUV WPH...………………………………………………………………………………BeenRetired-yesterday
6449ASML CC: Demonstrated >140 EUV WPH...……………………………………………………………………………………………………….BeenRetired-yesterday
6448 ASML CC: Strong demand drives DUV in Memory, EUV in Logic ...………………………………………………BeenRetired-yesterday
6447ASML CC: Accelerating NXE:3400 & High NA on strong demand...……………………………………. BeenRetired-yesterday
6446IBM ER: Cloud revenues UP 23%...………………………………………………………………………………………………………………………………BeenRetired-yesterday
6445IBM ER: Systems revenues UP 25%...…………………………………………………………………………………………………………………………BeenRetired-yesterday
6444Skipping 5nm in favor of 3nm... "Intel news is that they may skip 7nm and BeenRetired-yesterday
6443IBM FlashSystem 9150: 14-core Skylake, 768GB cache, 2PB storage in 2U...……………………BeenRetired-yesterday
6442 Samsung NAND CapEx upped ~50%; more Price Elasticity coming...……………………………………………BeenRetired-yesterday
6441ASML CC: RAM order pull-ins, too (see contort n distort)BeenRetired-yesterday
6440ASML CC: No effect seen in trade warBeenRetired-yesterday
6439 ASML SD: NXT:2000i starting volume shipments [graphic]BeenRetired-yesterday
6438ASML SD: Accelerating EUV roadmap...……………………………………………………………………………………………………………………BeenRetired-yesterday
6437 ASML SD: Increasing margins, too [graphic]BeenRetired1yesterday
6436 ASML SD: Ever increasing dividends and buybacks...………………………………………………………………………….BeenRetired1yesterday
6435ASML SD: >$10.35 '20 EPS; increasing buybacks & dividends [graphic]BeenRetired-yesterday
643412nm Helio A22 AI APU for low to mid-range fones...……………………………………………………………………………BeenRetired-yesterday
6433ASML ER: Excellent EUV/ArFi progress...……………………………………………………………………………………………………………BeenRetired-yesterday
6432ASML ER (sandbagging): 20 EUV '18, 30 '19...…………………………………………………………………………BeenRetired-yesterday
6431 ASML ER: "second half to be stronger, with improved profitability"...BeenRetired-yesterday
6430ASML ER: “even stronger performance for the rest of this year and into the next”BeenRetired-yesterday
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