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Technology Stocks : MEMC INT'L. (WFR -NYSE) The Sleeping Giant?
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To: Carl R. who wrote (3321)5/17/1998 3:40:00 PM
From: Zeev Hed  Read Replies (2) of 4697
 
Carl, I think we actually thought that there might be a loss, that was one of the reasons I felt it would go to 17. Nevertheless, I expected them to be back in the black in the last quarter of this year and I am not sure anymore. Long term however, both the increase in EPI and the 300 mm program should cause margin increases. The constant growth in silicon real estate used will also drive profitability, assuming, of course, that people do not go crazy increasing capacity. My original forecast also had in it some tightness in 1999, which probably will be delayed a little. Another problem which I did not anticipate was the extreme depth of the rim's problems, I thought that by late this year the Asian operations would operate at capacity, but the slow down in expansion (and actual closure of some wafer fab facilities) of wafer fabs will delay absorption of excess wafer capacity.

Zeev
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