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: Ian@SI who wrote (4530)	9/27/1999 10:24:00 PM
From: Carl R.	of 4697

Actually Ian, the better reason for a competitor to buy them would be, not because of a wafer shortage, but to cause a wafer shortage. A competitor could buy WFR, then shut down sufficient plants to assure a "firm" price for wafers. How much it would be worth for this purpose, I don't know, but it could be worth a premium, provided anti-trust factors didn't prevent the acquisition. Carl

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