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: Zeev Hed who wrote (4480)	8/14/1999 9:20:00 PM
From: cluka	of 4697

Zeev, agree with you on the fundamental outlook. However, if 10% price increase sticks and the industry still can not afford to invest in the capacity expansion, there will be more price increases. I read SSB report from their trip to Far East, lots of capacity being added. Remembar that wafer prices went to toilet with Asian crisis, if Asia picks up so will the prices of all commodities including wafers.

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