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

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To: Zeev Hed who wrote (775)9/10/1996 9:48:00 PM
From: Robert Mayo   of 4697
 
Zeev, "I told you so" is just sauce for the goose. My losses considerable.

September problems were reasonably well known. Gloomy forward looking statements beyond September were a surprise. Didn't correlate well with company comments (by phone) about future supply and demand balances. See my previous post re: the July Dataquest study. Tomorrow should be interesting in a macabre sort of way.

BTW, I also owned Philip Morris on "Marlboro Friday." Didn't think this would happen again.

Bob M.
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