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

To: FJB who wrote (50643)1/6/2011 4:57:23 PM
From: Jacob Snyder  Read Replies (1) | Respond to of 95383
 
<Oversupply could result in renewed price pressure in 2011, but polysilicon and wafer should continue to have better pricing trends>

If the cell and module makers see margins squeezed, it's only a matter of time before the poly and wafer makers also feel the pain. This could be a shorting opportunity.


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