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

To: cluka who wrote (42840)	1/20/2009 8:04:04 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 95530

WFR is scheduled to report its quarterly and yearly financial results the day after tomorrow, 1/22. Hopefully, if they come through, and meet this date, and have a good review, we will know more about the outlook for this coming year. They need to back up the present analyst earnings estimate for this coming year. Don

To: cluka who wrote (42840)	1/20/2009 11:47:26 PM
From: Pam	2 Recommendations Respond to of 95530

I must say that I am unsure of exact market share % and cost structure but on the face of it I would say that Pam is making an assumption that is not based on clear evidence. In Semi wafers, WFR is among the top 5 producers and in poly they have very modern facilities that are likely as efficient as anything competition has. They have no debt and absolutely no reason to be higher cost producers than any of the other big players. Hemmloc in particular is debt laden and I would be shocked to hear they are lower cost than WFR. Well, don't you think you should first do a bit of research before you conclude that I am making assumptions that are not based on facts? If you provide data that contradicts my statements about WFRs market share, I will gladly provide data that backs my claim! I would not take Pam's statement very seriously. You don't have to. You have to go with your own research and go with your gut feeling. Earnings and future outlook will get reported in a couple of days so let's wait and see how the story unfolds in the weeks and months ahead!