Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 306.14

+0.4%

Dec 24 4:00 PM EST

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To: Donald Wennerstrom who wrote (52280)	6/2/2011 6:56:42 PM
From: 2MAR$	Read Replies (1) of 95632

WFR at these levels its not getting hit to much more , don't think they'll pull anything as bad as what happened to AMSC warning again otherday and got hammered once more after that severe 60% hit . tmorrow all eyes on more jobs #'s with very high impact on markets , so keeping WFR on screen for a little trade should it get another last good shake and markets take another swoon . These supply issues with the iPad has constrained production into Q3 & threat of canabalising PC market slowing everything down , not sure of InTel's power notebooks will make much of a difference , the iPad is far ahead of any rival & allof them cutting production of their 1rst gen pads now since nothing unvieled at Computex comes close to challenging AAPL.

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