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: Mark Oliver who wrote (441)	6/28/1996 4:23:00 PM
From: Jim Tao	of 4697

Mark, I don't think there is any changes in their business. The semi's slow down will affect MEMC but WILL NOT as bad as some other manufactures like the equipment makers and DRAM/SRAM makers. I think all the semi manufactures are holding back their productions in order to balance the pupply/demand equition. That of course could affect MEMC's business that's why they say there's cancellations. If you are a long term investor, why should you care one or two quarters earnings? The slow down will over and all the semi's will make money in the next cycle and MEMC will be the direct benificiary. Jim

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