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

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To: All Mtn Ski who wrote (2907)1/13/1998 8:49:00 AM
From: olduvai5  Read Replies (1) of 4697
 
Hi Tom Actually, I think Siemens has a very strong relationship with Wacker and gets most of their supply from the plant in Burghausen. I have seen MEMC / Novara material at the Siemens Module1, but mostly you see Wacker there. 300mm could be different. I know Wacker is scheduling 300mm tool deliveries in 1st and 2nd Q 98, but I don't have a good feel for their position in the race right now.

olduvai5
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