Bapcha's Stocks

Semis' Downturn - Which Companies Will Survive, Part 2

It's TXN on my website. Chalk up the mistake to SA's editors.

Bapcha


On Mar 08 02:30 PM bonderman wrote:

> TXI, Texas Industries is building materials. TXN is Texas Instruments.

Four Semiconductor Stocks Worth Owning in 2009

SPWR's COGS is 50% higher than the leaders in the business FSLR and SunTech. FSLR and STP are at $2/watt or lower.

Bapcha


On Jan 09 01:46 PM anand wrote:

> As I understand it, SPWRA (or more precisely its joint venture) buys
> polysilicon, produces ingots, converts ingots into wafers (SPWRA
> buys ingots from its joint venture), converts wafers into cells,
> converts cells into modules, and installs modules.
>
> Do you have a good estimate of what SPWRA's cost of goods sold is
> per watt excluding polysilicon (which SPWRA buys from suppliers)?
> What are your projections for how quickly SPWRA's cost of goods sold
> per watt excluding poly will drop over time.

Four Worthwhile Semiconductor Stocks

I focus on gross margins, growth rates, debt/equity and market capitalization, as I've found them to be the best tools to evaluate semiconductor stocks. Of course I look at EPS, inventory issues, taxation [like the 60+% tax rate for Yahoo] too - while they could affect short-term ups and downs, I am confident that it is just these three metrics plus debt - that matter - when it comes to semiconductor stocks.

Bapcha