Semi-Concious

MEMC Electronic Materials Inc. Q4 2008 Earnings Call Transcript

I think it sounds optimistic, for MEMC. It seems like in the past we may not have trusted the words from the former CEO, but now I finally get the impression that we are hearing a truthful story. Finally seems like a good investment. Long-term it should be great, but even short-term will be fine. MEMC has recovered from major down-turn before, and this time they don't have the massive debt to deal with. They still have cash. Now let's see them get a great CEO hired, who will not only regrow the business, but will also invest back in the company facilities and employees.

MEMC Electronic: Glass Half Empty or Half Full?

Way over-reaction is more like it. So if a company with multiple plants has two issues related to equipment, they are a bad company? A new heat exchanger failing is not WFR's fault - it is the manufacturer's fault. This company is making so much money, it is almost ridiculous to think they are in trouble. Yes, they did not meet the Street's expectations, but in this economy, they still made a TON of money! Isn't that what is important? Yet when certain automobile companies LOSE a ton of money, we get encouraged to invest in them?

No thanks -- I'll keep buying WFR, knowing the company is a huge profit maker.