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: olduvai5 who wrote (4596)	10/31/2000 8:29:10 PM
From: Zeev Hed	Read Replies (1) of 4697

Olduvai, is WFR capable of delivering any quantities of 300 mm wafers? I thought they were still with the "pilot line" (I think they have a total of 2 pullers? one here and one in Japan?). At the time it was estimated that they needed a good $100 MM to get a production line for the 300 mm, do you see anywhere they can get that money from? If they can, than they will be in the "sweet spot" on pricing. So far they have obtained very minimal premium for their 200 mm wafers (avergae price increases are barely 10%), that is not the "hallmark" of "shortages". Zeev

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