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: Scotsman who wrote (2004)	8/7/1997 11:37:00 PM
From: J L Segal	of 4697

By the way, does anyone have any comments concerning the companies that make the equipment for 300mm wafers, ie.: SVGI or ASMIF?? These might also be good plays? From what I have read, the industry is currently in the process of moving from 200mm wafers to 300 mm wafers, as this will reduce costs by at least 30%. Right now orders for 300mm wafers are mainly for testing. It is expected that by the first quarter of 1998 the industry will have the equipment able to handle these larger 300mm wafers. With this in mind, I imagine that WFR shares will anticipate the upcoming demand and trade above the 25-30 dollar range well before April of next year.

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