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

To: brokenst0nes who wrote (53083)	8/6/2011 6:11:37 PM
From: Return to Sender	1 Recommendation Read Replies (2) \| Respond to of 95648

Give it a rest. Most of us have been posting throughout several cycles. Although I am sure there are still a few people stubbornly holding on to the thought that you can buy and hold stocks long term in this industry. Those people are few and far between now. We are all big boys and girls. I believe we are capable of making our own investment decisions without pointing out past mistakes. I enjoyed Pam's posts but while she may have been right then at some point it will be wise to be long WFR again. WFR is currently part of the SOX: finance.yahoo.com^SOX+Components Don shares analysis on many components of the index. WFR gets a little extra attention but that is okay by me. I am not even sure Don actually owns any at all. Regardless, everyone gets to be right about a stock, long, or short, at one time or another. I would not be surprised to see WFR dropped as an SOX component as it has clearly been one of the worst performers since it was added. About the time it is dropped it probably will be a great buy as is clearly not going to zero. JMHO, RtS

To: brokenst0nes who wrote (53083)	8/6/2011 6:40:35 PM
From: Donald Wennerstrom	1 Recommendation Respond to of 95648

WFR has had a tough time in the recent past, coming off some very good years. It also is fair to say they have taken a rather long time to recover, and they are somewhere in the middle of the recovery process at the present time. However, having said that, it seems to me a "big blanket" of pessimism has been laid over the company by many of the analysts who cover the company. I also want to make it clear I am not advocating either buying or selling the company at the present time, but I do think that at the moment the pessimism for the company outlook is over blown. After having small earnings numbers for the last 4 quarters before this last quarter, the company did very well for this 2nd quarter. The 20 analysts covering the company had a consensus estimate of 0.055 and WFR produced 0.29, or a surprise percentage of 427 percent. At the quarterly conference call review, WFR lowered their estimate for revenue and earnings slightly for the next 2 quarters, but by a rather small percentage amount. Based on that report you would think that a few "attaboys" would be in order, but instead several downgrades were forthcoming. It is hard to believe that a 25 percent price haircut was in order after their report.