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

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To: Donald J. Kern who wrote (824)9/14/1996 10:37:00 AM
From: KENNETH R SANDERS   of 4697
 
DONALD<This is truly a unique market and company to disect and digest
properly at this moment in time. My limited investment
experience tells me to watch from the sidelines on this one.
I am an agressive investor, reaping the benefits of the Micron
and Kemet snafu, but I am having a difficult time reading this one
- the crystal ball is a bit cloudy. Mind you, if the sector
Book-to-Bill straightens itself out (i.e. Samsung bounces back),
MEMC was very predictable around the quarterly report times!>
Your E Mail address would indicate that you have a working relationship with MEMC. Is this true??Please expand your comments aboutBtB, Samsung,and predictability around Qtr report times.Thanks for your input!!
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