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

To: Donald Wennerstrom who wrote (64177)	5/7/2014 2:19:26 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95573

SUNE is presently down around 10 percent today. Due to release 1Q earnings tommorrow after market close. This is an excerpt today from SA on FSLR. << First Solar turns negative post-earnings; peers also fall • 11:45 AM A Q1 beat and full-year guidance hike aren't enough to keep First Solar ( FSLR -4.2%) from selling off. Possibly contributing: In spite of the guidance hike, First Solar stated on its CC ( transcript) Q2 EPS "will be significantly lower" than a $0.60 consensus due to project timings; that implies 2014 results will be very back-end loaded.Also: First Solar disclosed in its earnings slides (.pdf) its expected future systems/3rd-party module revenue is down $400M from the end of 2013 to $7.1B. However, expected module shipments are up by 100MW to 2.8GW, and potential booking opportunities have risen by 1.6GW to 12.2GW.Module production totaled 441MW, -1% Q/Q and +19% Y/Y. Conversion efficiency rose 10 bps Q/Q and 60 bps Y/Y to 13.5%, with lead-line efficiency rising 30 bps Q/Q and 120 bps Y/Y to 14.2%. The company is aiming for 18.1%-18.9% lead-line efficiency by 2017.Other solar stocks are also off ( TAN -2.8%), as investors continue showing a take-no-prisoners attitude towards momentum stocks in general. Canadian Solar ( CSIQ +0.3%) has given back the premarket gains it saw following a Q1 guidance hike.Notable decliners: SCTY -8.8%. SUNE -7%. TSL -5.5%. CSUN -5.1%. YGE -4.8%. SPWR -4.2%. DQ -5.7%. seekingalpha.com