Everyone has opinions. They give you their two-cents worth. I'll give you more. One penny more. That's a cool 50% more than others. And that's wicked value.
The LIVEROCKET investment philosophy is that at any given time, there are amazing companies out there that are building better mousetraps and generating incredible sales. This is not a buy and hold philosophy. No company can maintain exceptional growth and momentum for long.
Thursday, April 03, 2008
MEMC Guides down
First of all, this is not a sign of worse to come. MEMC had manufacturing issues that reduced factory utilization by 20%. As a result:
Q1 Guidance lowered by ~10% * Sales closer to $500M, instead of $560M * Margins slipping to 52% from 54%
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