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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 10:27:00 PM
From: Zeev Hed   of 4697
 
Ian, foundries used to have their own wafer plants (and I believe that Toshiba still does), but they have moved away from that since they require heavy capital for fabs, on which the ROI is better than on raw wafer making, thus TXN sold their wafer making to MEMC few years back. I doubt this trend will reverse.

Zeev
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