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: Zeev Hed who wrote (4609)	1/24/2001 1:04:05 PM
From: olduvai5	Read Replies (2) of 4697

Hi Ze'ev I don't think anybody has a focussed 300mm wafer production facility yet. You know Wacker is dithering, WFR is gasping for breath, Sumitomo is scared and SEH is inscrutable. I have a gut sense that SEH will be the first to announce a pure 300mm production facility and that will push Wacker off the fence. I would bet that Wacker gets there first once they are pushed into moving as I have seen personally that they can execute very efficiently where SEH suffers a little from Management by Consensus delays. I do believe there will be a shortage of 300mm wafers as the main ramp begins. I know you're interested in trying to estimate the capex required for a given wafer output volume and I have some feelers out. Let you know if I find anything meaningful. olduvai5

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