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Technology Stocks : Semi Equipment Analysis

SOXX 306.28

-1.0%

Dec 4 4:00 PM EST

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To: Pam who wrote (42831)	1/20/2009 5:04:28 PM
From: Donald Wennerstrom	Read Replies (1) of 95525

Pam, You alerted me to this issue several weeks ago with some very good reasoning - thank you for that. I agree that WFR earnings and revenue outlook will almost certainly be coming down further in the near future. How far, of course, is always the question. And there is "room" for WFR price to not get hit too hard when these estimates do come down assuming they do not go through the floor. From what I understand is they have lots of cash and they are a very big player in their sector. More like an INTC as opposed to a MTSN(my apologies to MTSN;-). That should help them get through this coming nasty period. Don

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