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

To: Donald Wennerstrom who wrote (53082)	8/6/2011 4:36:01 PM
From: brokenst0nes	1 Recommendation Read Replies (2) \| Respond to of 95632

Don, Yep and if the semiconductor and PV markets continue to deteriorate over the coming months, Polysilicon prices are heading further down. Was reviewing posts on this board from November 2008 when the semis bottomed last cycle, interesting to see people discussing WFR as a good buy at $15. Some very accurate comments from Pam predicting pretty much what's played out of the last couple of years in terms of too much supply and to stay clear. Don't see anything different going forward.

To: Donald Wennerstrom who wrote (53082)	8/6/2011 6:40:57 PM
From: Gottfried	Read Replies (1) \| Respond to of 95632

MEMC has a Zacks #5 Rank, implying a short-term Strong Sell recommendation next support is near 3 - about 9 years ago.

To: Donald Wennerstrom who wrote (53082)	8/7/2011 10:38:42 AM
From: 2MAR$	Read Replies (1) \| Respond to of 95632

WFR turns out was one of the best shorts all week from the earnings pop to $7.70 a/h down about 32% from just weds into fridays close ...what a doggie and a badly missed short on my part which was the way i was leaning . If i had done one thing best last week was to short as heaily as i ould that after hours pop and took off for a few days & went diving ;o) It got one little pop to $6.90 area after earnings that day , then sold relentlessly back down all week .If what one analyst is saying is true, in a little over three years WFR has gone from having over 1 billion in cash and no debt to currently having 650 million in cash and 1.2 billion in debt . The thought being it will eventually need to tap the debt markets and since raising equity is pretty much out of question now given its new capital-intensive business focus, with if debt markets become difficult , WFR is very close to being done. Looks like it has $3's written all over it RTS mentioned already ...wished i could say i took the short as it wittled away down but so many others were firing off at the same time in that busy last week . It was one of the best shorts all last week in the entire market though ... oh well , should have would have .