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Simon7382
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re: ASML announces next CEO, sees Q1 sales dip
Simon7382   4/19/2013 5:04:22 AM
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A CFO named as CEO....ASML is a dead company walking. When the bean counters take over it the the death of every tech company. It was for National Semi, and many others.

resistion
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re: ASML announces next CEO, sees Q1 sales dip
resistion   4/19/2013 12:23:17 AM
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Read that NXE 3300 shipments will fall short of projected rate.

Diogenes53
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re: ASML announces next CEO, sees Q1 sales dip
Diogenes53   4/18/2013 3:15:05 PM
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ASML remains very much a one trick pony, incredibly vulnerable to "black swan" innovation a la Clayton Christiansen. They have basically a single product, serving a single market, without meaningful competition. This circumstance virtually always produces corporate arrogance and hubris, and a complacency which resists change. Neither Eric, Peter, or Martin, while competent, seem sufficiently unique or imaginative to resist this misleadingly comfortable environment. ASML desperately needs new products, new technologies, and/or new markets.

resistion
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re: ASML announces next CEO, sees Q1 sales dip
resistion   4/18/2013 8:32:31 AM
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Rather sudden...



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As data rates begin to move beyond 25 Gbps channels, new problems arise. Getting to 50 Gbps channels might not be possible with the traditional NRZ (2-level) signaling. PAM4 lets data rates double with only a small increase in channel bandwidth by sending two bits per symbol. But, it brings new measurement and analysis problems. Signal integrity sage Ransom Stephens will explain how PAM4 differs from NRZ and what to expect in design, measurement, and signal analysis.

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