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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: Sam who wrote (42901)	1/22/2009 6:06:09 PM
From: EACarl	Read Replies (1) of 95531

That should about do it for WFR's profits. Net sales were $425.7 million. First quarter 2009 revenue could decline by as much as 50%, put's rev at ~$212 million. gross margins declining to the 20 percent range, leaves about ~$42 million, LESS Marketing and administration , less Research and development, less taxes and divided by ~225 Million shares, should leave about NOTHING. P-O-O-F!!!! Shall we talk special charges? Will Q1 be the bottom, or Q2 start losses? Everyone should thank Pam for her warnings on this one. It's been my experience that when a PE seems way to low, it's because the future "E" isn't going to happen. That was the case here as usual. It will be interesting to see where WFR settles now. It will also be interesting to see the lower earnings estimates that come with a slew of new downgrades tomorrow. Anyone want to catch a falling knife tomorrow? ;-)

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