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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: sixty2nds who wrote (29060)	3/6/2006 7:31:03 AM
From: sixty2nds	Respond to of 95761

UBS raises their MEMC Electric (WFR 34.29) tgt to $55 from $35 as they believe the co is likely to create a partnership with at least one solar company, which they would view positively....07:30 WFR MEMC Elec tgt increase details (34.29 ) As mentioned at 6:55, UBS raised their WFR tgt to $55 from $35 as they believe the co is likely to create a partnership with at least one solar company, which they would view positively. They estimate WFR's solar sales could grow from 10% of its total in '05 to 22% and 37% in '07 and '08. They believe possible partners could include BP Solar or Motech in Taiwan. Firm's industry research indicates MEMC recently raised 200mm wafer prices by ~10% to Samsung, and that Samsung began paying slightly higher prices for 300mm wafers from other suppliers. They estimate 200mm wafer prices will increase 7% and 4% in '06 and '07 and 300mm wafer prices will increase 3% and 1% in '06 and '07. Firm raises their FY06 and FY07 EPS estimates.