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

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To: Jim Tao who wrote (444)6/29/1996 12:32:00 AM
From: Donald B. Fuller   of 4697
 
Jim and others,

Do any of you guys really think one would not be rewarded by buying MEMC on dips, if you have a >=10 year time horizon? Is the silicon supply going to grow faster than the demand over the next 10 years? I find that hard to fathom but maybe I'm full of it. Anybody who agrees that the sky is not falling on MEMC, would you be so kind as to call the next nadir? Ideally, we're looking for part technical analyst - part witch here.

Don
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