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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

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To: Pam who wrote (42834)	1/20/2009 7:14:19 PM
From: cluka	Read Replies (1) of 95530

Pam, What cash is called for? What are you talking about? WFR should create another $100MM in cash this qtr. There was no talk of additional investments for this qtr. Even if there is it will come from cash flow. Earnings are coming down, I doubt anyone expects them to stay as they are today. Look at that model from UBS and my commentary. It is a very simple calculation. At $14.50 and a very severe cut to earning you get 13%+ return in 2009 and higher from there on. You show me a company that has a comparable return under such severe scenario.

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