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: Scotsman who wrote (2948)	1/22/1998 3:17:00 PM
From: olduvai5	Read Replies (1) of 4697

Scotsman - bad link on the Taiwan story, but I've been following this pretty closely. It looks like the Taiwanese are - as expected- viewing the local situation as a golden opportunity to grab market share and are going full speed ahead. While we are experiencing generally flat orders from Asia in general, we have new orders coming from Taiwan and they are pressing us for minimal delivery times. Good for us 'cuz we have some pushouts that we can redirect easily and our first Q is looking much better than feared. olduvai5

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