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Technology Stocks : MEMC INT'L. (WFR -NYSE) The Sleeping Giant?
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To: Robert Mayo who wrote (681)8/26/1996 9:39:00 AM
From: Zeev Hed   of 4697
 
Robert: Under "normal" circumstances, when the shipments grow in excess of 20%/year, the dies' foot print reduction is fully compensated by the much larger unit shipment increases, however, when the shipment rate stop growing and the dies' foot print continues to shrink, there might be a cross over point where total wafer demand decreases. I do not know if we are there or if we will get there, but the assumptions that WFR's managgement worked on (25% growth) may no longer be valid. If they sized themselves for that future growth and it does not materialize, we develop overcapacity which results, in most cases, in price and margin pressures.

Zeev
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