Travis Johnson

Will Increased Capacity Drown MEMC Electronic Materials?

Thansk for the comment, Tony -- I think we're jumping the gun a bit to sell here while sales are still climbing and industry capacity will continue to be constrained for at least a year, but I could easily be wrong (and often am). I am watching the situation much more closely now, and may well sell half of my holdings in the very near future -- but I don't think the shares are overvalued at the moment so I'm being patient. Perhaps too patient, we'll see.