at least they are producing a profit unlike countless other firms who are producing the most ridiculous losses ever and have dismal margins.
And MEMC (wfr) is not a pure solar play, they have cut guidance but are still guiding a solid 500 million and margins of 48%... MEMC is about half a semiconductor play and the polysilicon they produce for solar cells is more expensive than from competitors, I have a feeling the weakness is coming from the semiconductor side of the business.
other solars that have reported have not cut yet, only stated that guidance for 4th quarter is uncertain.
