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 (3163)	3/20/1998 11:32:00 PM
From: Zeev Hed	Read Replies (2) of 4697

Maverick, the reason I am not plunging into internet commerce, is that I do not understand it and cannot determine the winners from the losers. I understand wafers pretty well, and there really are not that many new competitors, just a glut a supply from existing participants (including new capacity at MEMC itself). In 33 months (the end of 2000) a lot of wafer fab capacity will come on line that will need to be fed wafers and even 300 mm wafers. I think that WFR's stock price will start turning long before it business fortunes turn. Zeev

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next