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

To: michael97123 who wrote (40630)	10/7/2008 1:00:30 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 95622

First Solar, SunPower downgraded by Goldman on solar fears By Steve Goldstein Last update: 7:40 a.m. EDT Oct. 7, 2008 LONDON (MarketWatch) -- Goldman Sachs took a "cautious" stance on solar, lowering First Solar to conviction sell from buy and SunPower to sell from buy. "The risk of oversupply in the solar market will soon become a reality as considerably less generous demand subsidies take hold just as a wave of supply and tight financing hit the market. We believe that liberal subsidies of the past in markets like Germany and Spain are unlikely to be replicated in the future given fears of their ultimate cost in a bad world economy," the brokerage said. marketwatch.com

To: michael97123 who wrote (40630)	10/7/2008 1:06:09 PM
From: The Ox	4 Recommendations Read Replies (1) \| Respond to of 95622

Be careful who you are listening to, imo. A crisis in confidence leads everyone who has an agenda to point the finger at their leading cause of the problem. Europe loves to point the finger at the US, as we love to point the finger at them. There is plenty of blame to go around. Just a few weeks ago, the Europeans were VERY smug in their finger pointing. Today, the story has changed dramatically, as their banks are failing too. There are many issues involved in this downward spiral. Even banks who have the money (and plenty of it) are refusing to lend it out, causing rates to rise daily. Short term rates (overnight, 2 day) are even higher then weekly rates or monthly rates! The trust issues are clearly taking the forefront. From a "bad news is good news" point of view, all the talk of a very deep, long depression is the type of talk you should expect to hear before a real bottoming process can be found. People, funds, governments are selling anything and everything to raise money...in all denominations. Keep in mind that right at the top of the recent oil price spike, the talking heads started saying that $200 oil was next. Well, guess what? We've turned back from $150 oil down to $90. Just one example of being very careful who you listen to! IMO, it would be a very, very positive thing to see a coordinated rate cut from all the major players, EU, USA, Japan, etc... We saw Australia cut their rate 1% overnight and that was twice as much as anyone was expecting. I believe this was a shot across the bow and that we will see more action in the next few days. No one should expect a V bottom here, as the deterioration in both the markets and most people's confidence has been steadily getting worse. These are somewhat necessary evils in the bottoming process. At some point we may have a massive bear rally but, once again, be careful that you don't expect too much out of it! jmo TO

To: michael97123 who wrote (40630)	10/7/2008 4:09:30 PM
From: willcousa	Read Replies (2) \| Respond to of 95622

This is how we get our dollars back. Remember when the Japanese paid top dollar for many of our major golf courses and then had to sell them back at big losses? The euro has been overvalued for quite some time now. eventually we will pass the real euro to dollar ratio on the way to the other end of the pendulum.