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: FJB who wrote (4438)	8/4/1999 10:18:00 PM
From: Ian@SI	Read Replies (1) of 4697

Bob, Zeev, It's conceivable that there may be a shortage of a specific wafer. e.g. 200mm or a shortage in some niche such as 200mm SOI. While "free" PCs and the explosive Internet growth will suck up a lot of silicon compared with prior quarters, I also would be surprised if there's an absolute capacity crunch across the board. No complaints, just surprise. Ian.

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