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: Carl R. who wrote (4619)	1/25/2001 10:41:01 AM
From: olduvai5	Read Replies (1) of 4697

Hi Carl, yes ADEX is an obvious beneficiary, but they are so small and have lost money for so long I don't know how much of a pop they can experience. Where they might be interesting is in a merger or takeover. They do have a nice niche, but they don't have the balance products to carry them through the whipsaw of the industry cycle. One other possibility is Rudolph Technologies. They've been mentioned recently as a target and they have good positioning in the front end. Also, not yet public but heading that way is Accent Semiconductor Technology. They bought the semi equipment group from Bio-Rad that has a decent product line serving both wafer makers and process metrology. They have the lion's share of the substrate characterization business and are a "keep the primary vendor honest" source for critical line width and overlay metrology tools. Hope that helps... olduvai5

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