Semi Equipment Analysis Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: PChips who wrote (42903)	1/22/2009 5:15:49 PM
From: cluka	Read Replies (2) of 95530

Revenue and earnings going down from where they were is not an issue. Hell, pick your own earnings. How about 20 cents next qtr and $1 for 2009. With $1.4B in cash now what do you think value of this company is? At $11 WFR has market cap of 2.5B, That means you get $225M ($1) in earnings in 2009 for $1.1B investment. Can you or Pam or GONE understand that this is not a sustainable situation? Only way this can happen is if solar business goes away. By goes away I do not mean $50 price on Poly, even at $50 WFR would make 70MM per qtr just from Poly.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next