MEMC INT'L. (WFR -NYSE) The Sleeping Giant? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: All Mtn Ski who wrote (4564)	1/12/2000 4:41:00 PM
From: olduvai5	Read Replies (2) of 4697

Well, Tom, probably not. If you read the article carefully you'll see the reference is to the very highest quality of 200mm wafers capable of use in 0.13u line width manufacturing. WFR has never been very good at this type of wafer having problems with both surface uniformity and bulk defects in the crystal structure. Where there might be a ray of hope is in the fact that they've come up with a way to greatly reduce the time required to grow a fairly decent 8" crystal and improved testing of bulk material before it is sliced and polished. This will have the double reinforced effect of reducing cost to manufacture. Their margins can improve on that basis, but the volume and demand seems to be more towards the high end of the market that they've so far been unable to penetrate because of their quality problems. olduvai5

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next