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

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To: Donald B. Fuller who wrote (618)8/11/1996 1:29:00 AM
From: Donald B. Fuller   of 4697
 
Incidentally, the CEO (I think) of Dallas Semiconductor on CNBC the other day said (paraphrased) "once you get a fab up, you run it flat out - its a fixed cost situation." Doesn't sound like a silicon wafer slowdown situation to me. It sounds more like a lot more memory in the newest computers. They did put up more fabs than they tore out last year, didn't they?

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