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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

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Dec 5 4:00 PM EST

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To: Donald Wennerstrom who wrote (42839)	1/20/2009 7:50:23 PM
From: cluka	Read Replies (2) of 95530

I must say that I am unsure of exact market share % and cost structure but on the face of it I would say that Pam is making an assumption that is not based on clear evidence. In Semi wafers, WFR is among the top 5 producers and in poly they have very modern facilities that are likely as efficient as anything competition has. They have no debt and absolutely no reason to be higher cost producers than any of the other big players. Hemmloc in particular is debt laden and I would be shocked to hear they are lower cost than WFR. I would not take Pam's statement very seriously.

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