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: Zeev Hed who wrote (3308)	5/15/1998 11:27:00 AM
From: Bruce A. Thompson	Read Replies (1) of 4697

Zeev, This morning, CNBC Stock Talk said that there is now a glut in the semiconductor market that is 3 times more than the end users can absorb. I'm assuming that is the result of the wafer glut earlier this year. National Semiconductor is At $18. (where it was in 1983) Intel is supposedly poised for a BIG hit. If the glut is so big, does this mean a shakeout in the wafer manufacturers before things settle down? What does this do to your projections for WFR? Bruce P.S. Dogs are better than women because: They never allow their lives to be run by magazine articles.

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