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Technology Stocks : MEMC INT'L. (WFR -NYSE) The Sleeping Giant?
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To: ---------- who wrote (2231)9/12/1997 12:16:00 AM
From: Zeev Hed   of 4697
 
Doug, it could be the quartz crucibles, sometimes they may be dear. I doubt it would be poly since WFR produces a lot of their own poly and they are pretty good at managing their production flow. I think the comment about the mood in St Louis may be important. The question is timing, if the mood was two weeks ago it is one thing if it was this week, it is another.

Zeev
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