SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : MEMC INT'L. (WFR -NYSE) The Sleeping Giant?
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: All Mtn Ski who wrote (4443)8/8/1999 5:40:00 PM
From: Zeev Hed   of 4697
 
Tom, what worries me is that in the conference call, WFR succinctly stated that no 8" capacity was taken off line, and as a matter of fact, the only capacity taken off line was their own smaller wafers lines at Spartansburg. I think that this article is a Jawboning exercise, but let see, maybe they can get the 10% price increase to stick. With the yen getting a little stronger relative to the dollar, that might even contribute another percentage or two to WFR profitability. Hey, they may get to 8% gross margins (still not enough to break even, however, unless their sales also increase by a good chunk (actually, by more than 30%, but you need to go back to that analysis I deed few weeks back).

Zeev
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News