MEMC INT'L. (WFR -NYSE) The Sleeping Giant? Message Board

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Technology Stocks : MEMC INT'L. (WFR -NYSE) The Sleeping Giant?

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From: mlc178	12/21/2007 10:52:11 PM
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Anand's comments from Dec 12. Note that SiO2 should be silicon: ------------------------------- Thanks for this Eric. Please provide us revenue estimates for fiscal 2008 and fiscal 2009 on these analyst reports to the degree that you can (I know they usually do not include fiscal 2010 estimates). Revenue estimates and megawatts worth of capacity produced estimates would both be appreciated. I think that MEMS might rise to more than $120 in the next 6 months. But I see it, and SiO2 prices crashing after that. I think that SiO2 prices will be severely depressed in 2009. I think that Polysilicon prices will trade at less than half current prices in 2009. Si02 is processed sand. And we are seeing significant technological advances that are likely to significantly reduce Si02 prices over the medium term. Eric, please also look for forecasts on the price per watt of electricity going forward from photovoltaic solar panels produced by these companies. I hear that some FSLR panels in some locations are likely to produce electricity at 15 cents/watt for 2008, for example. --------------------------------------- blogs.barrons.com

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