MEMC INT'L. (WFR -NYSE) The Sleeping Giant? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Maverick who wrote (3154)	3/20/1998 3:39:00 PM
From: Zeev Hed	Read Replies (1) of 4697

Maverick, I think you are confusing the tail and the head of the dog. The "NET" , telecom, PC and hundred of other applications are driving the semi, not the other way around. If the net expands, you need better PC's and servers etc. and thus more semi's not less. There is a current glut in capacity but that will pass as well. I still think that the net Si real estate is destined to continue its growth well into the next century, and the providers of this real estate will flourish. Zeev

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next