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: Mephisto who wrote (721)	9/3/1996 9:11:00 PM
From: Robert Mayo	of 4697

Mephisto, not only does Intel use wafers, I'm sure they are an MEMC customer. In fact, other than the Japanese, most of the major semiconductor manufacturers are MEMC customers. The prices for many semiconductors (e.g. memory) may be dropping but demand seems to be good. We're at the end of a seasonally weak period for the semis during which unit demand was a bit weak, but most of the weakness in the infamous book-to-bill (B2B) numbers this year has been a result of soft prices. Hopefully, we see a little firming in the B2B and a decent recovery in the semiconductor manufacturing group. This should give MEMC a boost. Bob M.

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