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

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To: Maverick who wrote (3154)3/19/1998 11:21:00 PM
From: Scotsman  Read Replies (1) of 4697
 
Yep, looks pretty grim. But I still have to believe that somewhere down the line with Asia cutting the guts out of their expansions in both wafer and fab plants that there will be a shortage sometime. And if anything MEMC should capture more market share due to the above. So I am optimistic in the future. Don't know when, but I am patient.

I am a lousy net investor. I never know what is going to be hot or not and todays peach is tomorrows prune.

I am more confident about the DVD market coming into its own over the next year or two. Some good opportunities there that have been beaten down.
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