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

To: cluka who wrote (45800)	11/9/2009 3:25:43 PM
From: Donald Wennerstrom	Respond to of 95587

Yes, the "semi" part of WFR should see better times before the "solar" side. A part of the S&P recent upgrade addresses this issue. <<We recently upgraded our recommendation on the shares to Buy, from Hold, on valuation and our expectation that sales and margins should benefit from rising semiconductor capacity utilization levels and wafer starts in 2010. We expect semiconductor wafer pricing to stabilize and possibly rise, which should aid margins, but we continue to see pricing pressure related to the solar industry, as excess supply persists. WFR has signed long-term solar agreements with Suntech, Gintech, Conergy and Tainergy. WFR had $1.24 billion, or $5.53 per share, of cash, and minimal debt at September 30, 2009.>>