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: Renkluaf who wrote (4581)	4/11/2000 12:15:00 PM
From: TI2, TechInvestorToo	Read Replies (1) of 4697

Greetings thread, John C suggested that some folks might be helpful in pursuing equipment plays to the WFR types. The thought is if WFR (and peers) are ramping to meet 200 mm capacity and to add 300 mm capability, who are the likely equipment suppliers that would win? Any pure plays (undervalued) or AMAT equivalents to the slice makers? How reasonable is the above thought process? Just begining DD. Thanks TI2

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