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

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To: Zeev Hed who wrote (4528)9/27/1999 10:12:00 PM
From: Ian@SI  Read Replies (2) of 4697
 
Zeev,

With all these rumblings of an impending wafer shortage, might there be some strategic value in, say a foundry, buying it to better ensure its supply???

Perhaps, this might get a better premium.

But I tend to agree with you; as a business, it's not profitable, and it doesn't look like it will be soon.

Ian.
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