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Technology Stocks : Semi Equipment Analysis
SOXX 312.76+1.1%Dec 8 4:00 PM EST
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To: Donald Wennerstrom who wrote (42839)1/20/2009 11:44:05 PM
From: Pam1 Recommendation   of 95536
 
Perhaps comparing WFR to INTC was a bit of a stretch, but I was only trying to point out they are a big company in their field. Below are a few excerpts from the latest S&P analysis of the company.

Sure it is a big company with over a billion in Cash and current market-cap of over 3B dollars! But I standby my earlier comment that they have only 9-12% of the overall market that they serve and more importantly they are in a commodity market.

Sub-Industry : Semiconductor Equipment Peer Group*: Semiconductor Materials

Peer Group         Symbol               Market Cap(M)

MMEC                 WFR                   3,313
ATMI Inc            ATMI                     433
AXT Inc             ATXI                      38
EMCORE Corp         EMKR                     100
Entegris Inc        ENTG                     225

Hemlock and Wacker were never mentioned anywhere in the S&P analysis as competitors or in a peer group.

Well, the list of stocks in S&P report are not WFR's true peers.

Hemlock is a private company (2/3'rds owned by Dow Chemical and 1/3 owned by 2 Japanese companies) and Wacker is a German company.
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