Discussion in 'Stocks' started by NY_HOOD, Nov 17, 2008.
gee,ya think they are going to get taken to the woodshed? i do!
where are all the blind solar bulls.
at least they are producing a profit unlike countless other firms who are producing the most ridiculous losses ever and have dismal margins.
And MEMC (wfr) is not a pure solar play, they have cut guidance but are still guiding a solid 500 million and margins of 48%... MEMC is about half a semiconductor play and the polysilicon they produce for solar cells is more expensive than from competitors, I have a feeling the weakness is coming from the semiconductor side of the business.
other solars that have reported have not cut yet, only stated that guidance for 4th quarter is uncertain.
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