WFR missed street expectations, however, they claim that this was due
to problems in the semiconducter industry, not the solar industry.
Most of their business deals with semiconductors, so their losses are
related to that industry, as well as a fire that destroyed some
manufacturing capability. Demand is still strong for solar.

From WFR's Earnings Report:

Third Quarter 2008 Outlook

"Solar application demand continues to be strong, however,
semiconductor application demand seems to be uncertain, primarily due
to macroeconomic conditions.

link: http://news.moneycentral.msn.com/printarticle.aspx?feed=PR&date=20080...