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

To: Donald Wennerstrom who wrote (60976)	8/7/2013 10:22:12 AM
From: Donald Wennerstrom	2 Recommendations Recommended By Return to Sender The Ox Read Replies (1) \| Respond to of 95616

S&P DOWNGRADES RECOMMENDATION ON SHARES OF SUNEDISON TO BUY FROM STRONG BUY 1:55 PM ET 8/6/13 \| S&P Marketscope We keep our 12-month target price at $13, on a blend of P/E and price-to-sales metrics above peers. We maintain our '13 operating EPS estimate at $0.20, '14's at $0.65, and '15's at $0.77. Ahead of Q2 results expected tomorrow morning, we forecast a $0.14 loss, wider than the Capital IQ consensus loss estimate of $0.12. We remain optimistic about SUNE's solar business as it begins to recognize significantly higher revenue from its backlog. However, we think a slower than expected semiconductor wafer growth environment creates some additional near term risk for investors.