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

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To: Zeev Hed who wrote (4601)11/1/2000 9:52:33 AM
From: olduvai5  Read Replies (1) of 4697
 
Hi All, I'm pretty sure WFR has 3 or 4 pullers now, I'm trying to find out. Last time I looked, the 300mm boules were about 1.5 meters long with somewhere around .9 to 1.1 meters "usable" length depending on Oi and Cs distribution. Efforts are underway to get 2 meter length w/ 1.5 meter usable length. Wacker is best positioned in production quantities and Sumitomo is gearing up. WFR is plugging along. I think actual production quantities will require a little more than the 100MM Ze'ev quoted - say 125 because of the high cost of finishing equip for 300mm.

I'll let you know what I find out.

olduvia5
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