Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 299.48

-4.8%

Dec 12 4:00 PM EST

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To: Sam who wrote (46559)	1/24/2010 12:25:13 PM
From: Donald Wennerstrom	of 95574

It seems that WFR gets grouped with the solar sector(and rightly so since it does business there), but WFR also does business in the semi sector. Since the semi sector has been doing well the last several months, WFR should be making money there. WFR is scheduled to makes its 4Q report on Feb 3rd so we have another few days to go to find out what is going on with them. They also bought Sun Edison this past quarter which seems to be doing well in terms of getting some contracts which will factor in to WFR's performance.

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