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Technology Stocks : MEMC INT'L. (WFR -NYSE) The Sleeping Giant?
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To: Jim Tao who wrote (438)6/28/1996 5:24:00 PM
From: Jonathan Edwards   of 4697
 
I wonder if the pushouts could be a blessing in disguise.

If existing customers are cancelling orders (which I suppose shouldn't be surprising since at one point National Semi was a big customer and they are hurting) perhaps MEMC can fill orders from new customers, thereby getting a foot in the door. I've been meaning to email IR for awhile; I'll see if they can shed any light on this.
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