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

To: Jacob Snyder who wrote (53907)	9/26/2011 10:27:08 PM
From: FJB	Read Replies (1) \| Respond to of 95526

RE:I keep on reading statements like that, but I haven't found any statements from Tier 1 company guidance to back it up. I also haven't found any list, of what companies are going to increase capacity by how much, to back up this conclusion, about large capacity increases in 2012. They are probably doing some calculation based on the equipment purchased, if it contradicts what was publicly stated by the companies themselves. Here is an article with some sales and bookings data on equipment for PV. Definitely would need even more information on efficiency of the new cells, the rate at which equipment can be added, etc... http://www.semi.org/en/node/39026?id=highlights1

To: Jacob Snyder who wrote (53907)	9/26/2011 11:18:11 PM
From: FJB	Read Replies (2) \| Respond to of 95526

Here is an articles that uses "production guidance" from today. More bad news for solar: Oversupply havoc R. Colin Johnson9/26/2011 9:05 PM EDT PORTLAND, Ore.—As if the solar panel industry needed more bad news, market watcher Solarbuzz said Monday (Sept. 26) that production cutbacks at leading solar module manufacturers has been insufficient to prevent further inventory buildup, resulting in oversupplies growing into 2012 and likely depressing prices further. Already casualties of price-erosion include Spectrawatt Inc., a spinoff of Intel Corp., Evergreen Solar Inc. and Solyndra LLC, all of which recently filed for bankruptcy. Many more failures, however, could be imminent through the second half of 2012, when Solarbuzz predicts that demand will finally catch up with supply. Oversupplies in 2011 have already depressed factory gate prices, which are down 33 percent over 2010, according to the Solarbuzz. The firm estimates that demand in the current quarter is up 20 percent over last year, but just 1 percent over last quarter, portending further market softening that will likely endure through the first half of 2012. Solarbuzz, part of The NPD Group (Port Washington, N.Y.), said European markets have been hardest hit by the slowdown, since most of current growth has been in the U.S. and Chinese markets, with Europe accounting for just 58 percent of global demand compared to 78 percent last year. eetimes.com