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Technology Stocks : MEMC INT'L. (WFR -NYSE) The Sleeping Giant?
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To: ---------- who wrote ()6/9/1996 11:51:00 AM
From: Jonathan Edwards   of 4697
 
Polysilicon suppliers.

I emailed WFR investor relations, asking whether they could identify their two largest customers (which account for about 25% of sales according to the 1995 annual report) and if they could tell me which outside suppliers they use for polysilicon. They declined to answer the first question (not surprisingly) and said

You are correct in your statement that we supply over half of our own
polysilicon requirement. The remainder in under long-term contracts
with Hemlock and ASiMi among others.

Does anyone know whether these companies are public (and their "real" names, if different) and who else makes polysilicon?
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