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Technology Stocks : MEMC INT'L. (WFR -NYSE) The Sleeping Giant?
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To: Jurgis Bekepuris who wrote (2138)9/3/1997 2:42:00 PM
From: wm sharp   of 4697
 
Raimondas - Thanks for the analyst viewpoint. I suspect that Daniel T. Myers would concede that if silicon goes on allocation, all bets are off. This is MEMC we're talking about. Is INTC going to turn down their state-of-the-art Texas facility under such conditions? I think not. The qualification process may be rigorous, but both parties would be busy as bees, IMO.
The dilemma, of course, is that if wafers are on allocation, does MEMC even have any to spare for Intel? That should be loads of fun. I really am looking forward to the day when MEMC is calling the shots - to all of these big guys.
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