ASML Holding NV (ASML)

All Comments on ASML

  • commenter
    briando
    Aug 11 04:24 PM
    Trading Chips and the Financials Dip [view article]
    LDK, starting the next big solar move!!!! Reply
  • commenter
    CLH
    Aug 11 08:47 AM
    Trading Chips and the Financials Dip [view article]
    Great advice. I agree. Reply
  • commenter
    Stockaccumul
    ator
    Jul 16 11:55 PM
    Wall Street Breakfast: Must-Know News [view article]
    The metals stock to buy immediately as it goes into its exponential earnings announcement soon to come: SID (CSN)...Latin America Jack Dzierwa discussed ideas about how to play Brazil's public-works endeavor, starting with Companhia Siderurgica Nacional (SID:companhia siderurgica nacion sponsored adr
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    Last: 40.12+0.48+1.21%

    Known on exchange as SID

    4:02pm 07/16/2008

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    SID 40.12, +0.48, +1.2%) , the country's third-largest steel producer.
    "You need steel" no matter the improvement project, the fund manager said. Steel producers comprise the largest portion of the portfolio, at about 9% of assets. "What's most important," Dzierwa noted, "is that this is a fully-integrated steel company. CSN has its own internally generated iron ore -- and we've seen how iron ore [prices] have been behaving -- in addition to steel."
    Iron ore is the key material used to make steel, and its largest producers -- Brazil's Companhia Vale do Rio Doce and Anglo-Australian mining firms Rio Tinto and BHP Billiton Ltd -- have boosted their prices by at least 71% over the last year.
    "[CSN] is producing steel at the same time as raw material, so it is not exposed to price fluctuations," Dzierwa said. "It helps manage margins much better than if you were at the mercy of an outside supplier."     Reply
  • commenter
    Kandinsky
    Jul 16 12:59 PM
    ASML Warns of Possible 20% Drop This Year [view article]
    Fall 20%? yeah, but only when no capacity investments at all will take place before year´s end, which is an unlikely scenario. Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:17 AM
    My Website
    General Discussion on ASML
    Is this a buy or a sell? Reply
  • commenter
    Ames
    Tiedeman
    Mar 31 03:36 PM
    My Website
    Time to Nibble on Tech - Barron's [view article]
    GOOG, a buy now? No way! This massive growth story is over...for now. Reply
  • commenter
    mrtaxx
    Mar 30 11:41 PM
    My Website
    Time to Nibble on Tech - Barron's [view article]
    Eric Saitz was totally negative on Apple approximately a month or so ago, he bashed Apple several times with his opinion based on other opinions mostly and not any or many concrete actual facts. Then one day, in someones comment to one of his articles, someone listed Eric's home address. Since then I have noticed Eric is not as negative, especially on Apple. This reminds me somewhat of a comment Charlie Gasparino made on CNBC about 2 years ago. Gasparino said something to the effect that Goldman Sacks tells their clients to buy a stock and at the same time Goldman is selling the stock and he couldn't understand why those clients still stayed with Goldman. Gasparino realized what he said and quickly changed the subject. Gasparino who had been on CNBC alot, suddenly did not appear on CNBC that much. But don't take my word for it, as Warner Wolf used to say, "lets go to the tape." Reply
  • commenter
    Dr. Duru
    Mar 30 10:01 PM
    My Website
    Time to Nibble on Tech - Barron's [view article]
    Nice. And this buy the bottom call comes on the heels of another bearish Barron's article knocking GOOG to $350... Reply
  • commenter
    Desperate.
    Mar 30 07:49 PM
    Time to Nibble on Tech - Barron's [view article]
    blah blah blah... now's the bottom, buy buy buy... blah blah blah... now's the bottom, buy buy buy... blah blah blah... now's the bottom, buy buy buy... blah blah blah... now's the bottom, buy buy buy... Reply
  • commenter
    Ames
    Tiedeman
    Mar 21 09:56 AM
    My Website
    Semiconductor Capital Equipment: Beliefs, Perceptions and Reality [view article]
    AMD and LSI have the most upside potential when chip sales turn up. Reply
  • commenter
    tomyris
    Mar 13 06:34 PM
    My Website
    Semiconductor Capital Equipment: Beliefs, Perceptions and Reality [view article]
    All I can say is I have been following the chip equipment makers for many years and they are selling at the lowest valuations ( Book , sales, cash flow , earnings ) that I have ever seen and as a group they have been showing good relative strenght in this dodgy market . Reply
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