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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: The Ox who wrote (42917)	1/23/2009 7:07:41 AM
From: Pam	Read Replies (2) of 95531

Don't over look WFR's $5/share in cash/short term inv! I didn't. The key risks are they could have an operating loss in 1H and margins could be far lower than they have had thereafter. I am not saying they will stay in the single digit forever but there is no reason for it to go to 18 and above either until one is sure about the health of their solar customers and pricing/GMs going forward.

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