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Technology Stocks : Semi Equipment Analysis
SOXX 304.92-0.1%4:00 PM EST
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To: Donald Wennerstrom who wrote (53082)8/6/2011 4:36:01 PM
From: brokenst0nes1 Recommendation  Read Replies (2) of 95648
 
Don,

Yep and if the semiconductor and PV markets continue to deteriorate over the coming months, Polysilicon prices are heading further down.

Was reviewing posts on this board from November 2008 when the semis bottomed last cycle, interesting to see people discussing WFR as a good buy at $15. Some very accurate comments from Pam predicting pretty much what's played out of the last couple of years in terms of too much supply and to stay clear. Don't see anything different going forward.
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