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

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To: ---------- who wrote (2254)9/17/1997 8:52:00 AM
From: hcm1943   of 4697
 
Spoke with WFR yesterday morning and told R Berhorst how pissed off I am with thier attempt to reach me via legal action against SI. I don't know what I posted that raised their ire but I have to assume it has something to do with 300mm pullers and the fact that their prime 200mm supplier just shipped a 300mm system to a competitor.(BTW that is public info) Maybe WFR is behind their schedule for ramp up of 300mm and was caught faltfooted or asleep at the switch. Maybe it has something to do with the continuous feed system I mentioned a few days back (also public info).
The only thing I got from WFR was that they thought I might be an employee leaking confidential info.
IMNSHO these guys are getting paranoid, maybe because the 300mm mkt is passing them or they are screwing up someplace else. In any event I'm bailing out today,these guys have me concerned.
I'll look in on this thread from time to time and wish all of you good luck.
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