Chip makers will get what they need, but the solar cell companies will not get what they need and companies will not meet the forecasts people have for them.
This strength could result in orders coming in as high as $1.4 billion, above our original $1.2 billion estimate for the quarter.
Flattening orders and improving leading edge capacity utilization ? the industry is clearly entering the trough.
This should preclude valuations from retesting previous troughs of this year, making the stocks very attractive following the pullback of the past week.
Business conditions remain weak with little visibility. An upturn is not viewed as likely before year-end.
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