Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

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To: Jacob Snyder who wrote (53907)	9/26/2011 10:27:08 PM
From: FJB	Read Replies (1) of 95526

RE:I keep on reading statements like that, but I haven't found any statements from Tier 1 company guidance to back it up. I also haven't found any list, of what companies are going to increase capacity by how much, to back up this conclusion, about large capacity increases in 2012. They are probably doing some calculation based on the equipment purchased, if it contradicts what was publicly stated by the companies themselves. Here is an article with some sales and bookings data on equipment for PV. Definitely would need even more information on efficiency of the new cells, the rate at which equipment can be added, etc... http://www.semi.org/en/node/39026?id=highlights1

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