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


To: Donald Wennerstrom who wrote (45799)11/9/2009 3:09:06 PM
From: cluka  Read Replies (1) | Respond to of 95587
 
Trouble is WFR trades with solar sector.

If semis recovery is at hand, WFR is as always, very leveraged to the upside. I would never buy WFR as a solar play. To me this is way to play semi up cycle. Market does not seem to see it that way, at the moment.