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Tuesday, March 4, 2008

WFR a long trade today

Briefing reports poly spot prices shot up 10%. All the solar companies continue to blow out numbers, Trina Solar (TSL), for example, guided much higher last night.

I'd expect MEMC Electronic Materials (WFR) to trade better today. It's marked down slightly pre-open, probably because its a semiconductor supplier and Intel guided lower last night.

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