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Technology Stocks : MEMC INT'L. (WFR -NYSE) The Sleeping Giant?
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To: Ian@SI who wrote (4449)8/11/1999 3:46:00 PM
From: All Mtn Ski   of 4697
 
That article made my day. With all these reports coming out, the future has got to be better for WFR. I hope the wafer suppliers hold out on capacity expansion to ring in some profits, they probably have to do that, I know WFR is almost maxed out on their credit facility, so they wouldn't be expanding. If allocations become scarce, manufactures will have to pay up to get the wafers they need and the wafer suppliers can start seeing some benefit to the bottom line. I read that TSM was operating at 68% capacity in January and now their are at 100%. Perhaps the capacity in wafers has experienced similar gains, let's hear it for a shortage of wafers!!!!!

Tom
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