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ASML 2013

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longshort
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Goldman is nu aan het lozen in de usa en wij morgen weer kopen op hoog...hahahaha
Goldman sachs boys zijn criminelen
Watermannetje2012
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Goldman zijn die criminelen die in 2008 allerlei aandelen en giftige leveragepakketten en CDO's aan hun klanten aanbevolen terwijl ze er zelf een shortpositie op namen.... en vervolgens de top 100den miljoenen bonus uitkeerden.... gisteravond bij Canvas zie je hoe die lui de (financiele) wereld kapot maken.
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quote:

Watermannetje2012 schreef op 13 september 2013 09:27:

Goldman zijn die criminelen die in 2008 allerlei aandelen en giftige leveragepakketten en CDO's aan hun klanten aanbevolen terwijl ze er zelf een shortpositie op namen.... en vervolgens de top 100den miljoenen bonus uitkeerden.... gisteravond bij Canvas zie je hoe die lui de (financiele) wereld kapot maken.
Deze Cowboys hebben 5 jaar droog gestaan en zouden graag op 105 weer een bloedritje willen maken naar 50-.

De Directie mist node jarenlang die VETTE bonussen.

PS: Ik vraag mij af welke NAïEVE Gokkers/onwetende instituutjes nog hierin trappen en Gister als een Wezenloze MarsMannetje hebben ingekocht!

Ciao!
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Desondanks hebben de spagetti vreters toch een paar miljoenen kunnen lozen aan naïeve hollanders :-)

Die Yankees bezitten nog een enorme lading voorraad op de Plank, hopen dat ze deze in hun ... meenemen!


Ciao!
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een-tweetje goldman - fitch. tis een fantastisch aandeel, maar ze staan dan ook wel heel heel heel fantastisch hoog. ik weet het niet.
Candelll
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Ik zit al in ASML van begin 2012 toen het rond de 30 euro stond, toen zeiden alle analisten ook dat het veel te hoog stond en blablabla. Natuurlijk staat het veel te hoog, maar ASML is een echt volksaandeel voor elke goede huisvader geworden in Nederland. je moet met de kudde mee gaan en er voordeel uithalen: As long as the music is playing, you’ve got to get up and dance. We’re still dancing.De bubbel rond ASML barst wel eens, daarom heb ik ook een stoploss van 15%. Maar voorlopig haalt asml steeds betere resultaten met zijn bijna marktmonopolie en de vraag naar technologie wordt steeds groter. Ik zie het aandeel nog 100 euro halen. In de rest van mijn portefeuille ben ik een echte value-investor, maar soms moet je gewoon met de markt mee gaan.

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Applied Materials and Tokyo Electron to Combine, Creating a New Global Innovator to Serve the Semiconductor and Display Industries
- All-stock transaction creating a new company as a merger of equals with combined market capitalization of approximately $29 billion (2.8 trillion yen)
- Accelerates development of breakthrough products to address future technology inflections and create greater value for shareholders, customers and employees
- Tetsuro Higashi to be chairman; Gary Dickerson to be CEO
- Expected to be accretive to EPS exiting the first full fiscal year following transaction close with a strong commitment to returning cash to shareholders
- $3 billion stock repurchase program targeted for first 12 months following completion of transaction
- Combined company to maintain dual listing on NASDAQ and Tokyo Stock Exchange and dual headquarters in Santa Clara, California and Tokyo, Japan
- Live press conference in Tokyo at 7:00 p.m. JST and live conference call and webcast today at 8:00 a.m. EDT/5:00 a.m. PDT
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TOKYO and SANTA CLARA, Calif., Sept. 24, 2013 /PRNewswire/ -- Applied Materials, Inc. (AMAT) and Tokyo Electron Limited (TSE:8035) today announced a definitive agreement to create a global innovator in semiconductor and display manufacturing technology via an all-stock combination which values the new combined company at approximately $29 billion (¥2.8 trillion). This combination, which has been unanimously approved by the Boards of Directors of both companies, brings together complementary leading technologies and products to create an expanded set of capabilities in precision materials engineering and patterning that are strategically important for customers. The closing of the transaction is subject to customary conditions, including approval by Applied Materials' and Tokyo Electron's shareholders and review by regulators. The companies expect the transaction to close in mid to second half of 2014.
Tetsuro Higashi, Chairman, President and CEO of Tokyo Electron, said, "Today, we are launching a new company and taking a bold step forward for our industry. Built on a foundation of people, technology and commitment, we are creating a truly global company that we believe will expand the value we deliver to our customers and be able to achieve new levels of financial performance."
Gary Dickerson, President and CEO of Applied Materials, said, "We are creating a global innovator in precision materials engineering and patterning that provides our new company with significant opportunities to solve our customers' high-value problems better, faster and at lower cost. We believe the combination will accelerate our momentum for profitable growth, increase the value we deliver to shareholders and create great opportunities for our employees."
The combined organization is intended to accelerate the existing strategic visions of Applied Materials and Tokyo Electron and increase the new company's opportunity to enable major, future technology inflections and advance customers' roadmaps in both semiconductor and display. Extraordinary advances in semiconductor and display technology have made it possible to mass produce affordable personal electronics, putting PCs, smartphones, tablets and other amazing devices in the hands of consumers around the world.
Today, the mobility trend is driving a new phase of industry growth and introducing dramatic and fundamental technology changes in the way devices are made. Materials innovation is the most significant lever for customers to drive cost-effective performance gains in mobile chips and displays. With the best and broadest capability in materials engineering, Applied Materials and Tokyo Electron believe this new company will be well-positioned to provide valuable, differentiated device performance and yield solutions that enable the new device architectures and cost-effective scaling that customers need to win.
Said Higashi and Dickerson jointly, "We are building this new company in the spirit of a merger of equals. For five decades, we have each made significant contributions to the semiconductor industry and we have deep respect for the capabilities that the other brings to this combination. Both companies have a strong heritage of customer service and an enduring commitment to push the boundaries of technology and engineering. We share many common values and are confident we will execute together to achieve our strategic and financial goals."
As a clear signal of the commitment to create a new global enterprise, the company will have a new name, dual headquarters in Tokyo and Santa Clara, a dual listing on the Tokyo Stock Exchange and the NASDAQ, and will be incorporated in The Netherlands.
The new company will have a shared leadership team. Tetsuro Higashi will serve as Chairman, and Gary Dickerson will serve as Chief Executive Officer. The board will be made up of eleven directors with five directors appointed by each company and one additional director to be mutually agreed upon. Seven of the eleven directors will be independent. Bob Halliday of Applied Materials will serve as Chief Financial Officer.
Under the terms of the agreement, Tokyo Electron shareholders will receive 3.25 shares of the new company for every Tokyo Electron share held. Applied Materials shareholders will receive 1 share of the new company for every Applied Materials share held. After the close, Applied Materials shareholders will own approximately 68% of the new company and Tokyo Electron shareholders approximately 32%.
The companies expect to achieve $250 million in annualized run-rate operating synergies by the end of the first full fiscal year and $500 million in run-rate operating synergies realized in the third full fiscal year. In addition, the new company expects to realize meaningful savings as a result of the new corporate structure. The new company intends to commence a $3.0 billion stock repurchase program targeted to be executed within 12 months following the close of the transaction. On a non-GAAP basis, taking into account the buyback, the transaction is expected to be EPS accretive at the end of the first full fiscal year after transaction close.
Goldman, Sachs & Co. acted as Applied Materials' exclusive financial advisor, and Weil, Gotshal & Manges LLP, Mori, Hamada & Matsumoto, and De Brauw Blackstone Westbroek acted as legal counsel to Applied Materials. Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. acted as Tokyo Electron's exclusive financial advisor, and Jones Day, and Nishimura & Asahi acted as legal counsel to Tokyo Electron.
More information on the announcement can be found at www.newglobalinnovator.com.
Press Conference Information
Applied Materials and Tokyo Electron will hold a live press conference today at 7:00 p.m. JST at the Tokyo Electron, Akasaka Biz Tower, 3-1 Akasaka 5-chome, Minato-ku, Tokyo 107-6325.
Conference Call and Webcast Information
Applied Materials and Tokyo Electron will also hold a conference call that begins at 8:00 a.m. EDT/5:00 a.m. PDT today. A live webcast will be available on the Investor Relations page of www.appliedmaterials.com. Dial-in details are also available: 1-877-356-9175 (United States) or 1-706-679-5064 (outside the United States); Conference ID: 70356685.
About Applied Materials
Applied Materials, Inc. (AMAT) is the global leader in providing innovative equipment, services and software to enable the manufacture of advanced semiconductor, flat panel display and solar photovoltaic products. Our technologies help make innovations like smartphones, flat screen TVs and solar panels more affordable and accessible to consumers and businesses around the world. Learn more at www.appliedmaterials.com.
About Tokyo Electron
Tokyo Electron Limited (TEL), established in 1963, is a leading supplier of innovative semiconductor, flat panel display and photovoltaic panel production equipment worldwide. All of TEL's semiconductor and flat panel display production equipment product lines maintain high market shares in their respective global segments. TEL has located research & development, manufacturing, sales, and service locations all over the world. www.tel.com
longshort
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Het is nog geen 105 euro maar zo te zien wordt er al weer aardig vooruit gelopen op de cijfers en wat nadenken over de toekomst van chips is wellicht geen verkeerd idee en zeker niet nu ASML kennelijk haar positie wat meer blijvend verstevigt.
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De (Lays) Chippies zijn straks uitverkocht en de aardappeloogst lijkt mislukt. :-)

Don't Fight the Fed, but either Catch a Falling (Henk the) Knife? :-(

Ciao!
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En verwacht maar dat ie dat tot in ieder geval begin volgend jaar blijft doen. Cijfers Q3 zullen goed zijn en Q4 wordt nog beter, drukste kwartaal voor ASML ooit. Gezien de concurrentie op hun vakgebeid was ASML lange tijd ondergewaardeerd in tegenstelling tot overwaardering nu (wat de meerderheid denkt).
longshort
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quote:

Dmenace schreef op 3 oktober 2013 15:30:

En verwacht maar dat ie dat tot in ieder geval begin volgend jaar blijft doen. Cijfers Q3 zullen goed zijn en Q4 wordt nog beter, drukste kwartaal voor ASML ooit. Gezien de concurrentie op hun vakgebeid was ASML lange tijd ondergewaardeerd in tegenstelling tot overwaardering nu (wat de meerderheid denkt).
Ja hij gaat naar de 200 euro, allemaal door de perfecte bedrijfsresultaten.

Of is het toch dat gratis geld van de FED.............
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