MEMC INT'L. (WFR -NYSE) The Sleeping Giant? Message Board

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Technology Stocks : MEMC INT'L. (WFR -NYSE) The Sleeping Giant?

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To: Cynic 2005 who wrote (439)	6/29/1996 12:17:00 PM
From: KENNETH R SANDERS	of 4697

MOHAN, YES, PRODIGY may be dying, but I don't think MEMC is. following is a copy of my reply to your post on PRODIGY.........MOHAN, news shows trade was crossed by Lehman...how does this tie to J P Morgan??? No price weakness...some order concellations in 2 Qtr...supply is catching up to demand. Additional capacity coming on line in a year. If I didn't know better, I would think you are short the stock <G>. No price pressure so we have to worry about units and as I recall, MEMC capacity is sold out for 1996, and more and more chips (units) are needed with many estimates that volume will pick up in AUG. in Preparation of WIN NT and Xmas so I see demand increasing. Additional capacity in a year..who, MEMC or competition? Don't you think there will be additional DEMAND as well? I admit the stock price is like a YO-YO, but I don't want to be one also, so I"m holding onto my WFR for now...

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