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: Robert Mayo who wrote (683)	8/26/1996 3:39:00 PM
From: Zeev Hed	of 4697

Bob: I think that long term you are quite correct. My worry with WFR is whether they have the backbone to expand production capacity in face of a current decline in demand to be well positioned for the next upswing, or will they let Shinetsu eat their future lunch by not being ready today with the necessary capital equipment for tomorrow. There is not much efficiency increase you can pull out of the existing pullers they have. You cannot essentially pull more than one campaign per day, or a single boule per puller per day. Until they come up with a semicontinuous crystal puller, the laws of physics requires that increased production be based on increased number of pullers. The recent (last few days) decline in FERO's share, the only supplier, I believe, of WFR's pullers, indicate to me that WFR might have gotten cold feet. What do you think, are the german really fit to play pocker with the japanese? Zeev

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