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: J L Segal who wrote (2007)	8/8/1997 12:52:00 AM
From: Scotsman	of 4697

I have made my comments concerning April based upon the company's own comments after the last earnings release. They stated that they anticipate flat earnings and the dollar/yen relationship is hurting them. I don't see this changing anytime soon. In addition, the 300mm wafer switchover will take until next year to become the prefered, if not essential, standard. At this time MEMC should climb substantially as I feel its not the amount of silicon available, its the amount of prefered silicon availible that counts. MEMC has put a tremendous amount of resources into making the 300 mm commitment, and I anticipate it will reap the rewards. But patience will be required as many are short term investors with limited time horizons. They would rather place their money into something that will not take 6 months to start to perform, something I can't blame them for. So I anticipate no real action in MEMC except maybe a large trading range. But you must remember, I am like the Amish saying " We don't hold this land for ourselves, but for our grandchildren." In other words, I am looking out several years.

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