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Technology Stocks : Semi Equipment Analysis
SOXX 333.30+0.9%Jan 13 4:00 PM EST
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To: sixty2nds who wrote (28738)2/21/2006 10:19:38 AM
From: sixty2nds  Read Replies (1) of 95713
 
08:58 WFR MEMC Elec on Conference Call (32.46 ) -Update-

CapEx 15% of sales which they believe can cover all expansion needs; co states that for every $1 they spend on CapEx they generate 1.3-1.5x revenue... polysilicone can be made a little cheaper; says will be an edge for groups that can use polisilicone for solar and semiconductor use... call has ended... stock trading at $32.55, +0.09 in pre-market.
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