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Technology Stocks : MEMC INT'L. (WFR -NYSE) The Sleeping Giant?
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To: Robert Mayo who wrote (722)9/3/1996 11:57:00 PM
From: Mephisto   of 4697
 
Bob, The Book-to-Bill numbers are not significant. Those numbers only measure what is going on in the United States and maybe Canada. So the numbers do not reflect what is going on in the rest of the world.

And when you compare the US market to the rest of the world, our market is smaller.

Perhaps semi-conductor demand might stagnate for a short period of time, but for the future, I believe it will grow. That is because, right now, we can not do what we want to do unless we use a lot of memory.

I'm not for sure but I believe it took 100 Sun workstations running in tandem to do "Toy Story". Dr. Wirth, at Intel, is trying to figure out how we are going to do it on one chip. But it will be a long time before that happens.

It takes a lot of memory to do animation and 3-D. And we do not even have the capacity to run Virtural Reality realistically at this time.

So over the short term, maybe the next four or five years, people will need a lot of chips.
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