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

To: Return to Sender who wrote (53090)	8/6/2011 7:49:41 PM
From: cluka	Read Replies (1) \| Respond to of 95652

Pam was off by a mile. She predicted collapse in solar wafer pricing in 2009/2010 with WFR losing money because of all the capital expenditures. That never happened. WFR solar business is still profitable the only issue is exactly how can it stay that way. What is killing WFR is semi wafer pricing. At the time of booming/record semi sales, wafer pricing was still 40% off the peak. WFR is highly leveraged to the semi wafer pricing and that is what weighed on the stock performance. It is not so much that solar pricing is driving concerns about future, it is semi side. WFR is saying that this part of business is softening and this is where they can lose a lot of money.