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  • MEMC Getting Ahead of Itself? [View article]
    Correction, on my statement above, reviewing the 3Q conference call, on additional capacity, "A good question, Steve. We still have capacity out of our expansion to be able to do one other deal, about the size of the original or the combined Gintech deal."

    That deal combined is $3-$4 billion in revenue to MEMC through 2017.

    Dec 15 12:46 pm |Rating: 0 0 |Link to Comment
  • MEMC Getting Ahead of Itself? [View article]
    Interesting. Wonder why SP (notably conservative) raised their price target from 82.00 to 101.00 a few days ago. 65.00 price target must be ancient. I smell a short smear job here. WFR still has yet to announce the other half of their new plant capacity sales. They can handle another deal of the size of the recent 8billion dollar Conergy deal.


    Dec 13 15:22 pm |Rating: 0 0 |Link to Comment
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