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: Carl R. who wrote (3537)	6/15/1998 8:56:00 AM
From: hcm1943	Read Replies (2) of 4697

having been a lurker for a while I thought it was time I posted my opinion as you were kind enough to refer to me. The Idea of Huls making a bid is IMO never going to happen. They got a slug out a few yrs ago and with the Asian problems and the semi slowdown why throw money at a commodity business. Also WFRs 200mm supplier (FERO) is in all likelyhood exiting the puller business and could leave WFR in a position of having to reley on other vendors for spare parts and/or other equip. biz.yahoo.com As I said a few months ago the turn in semis is a long way away as long as Asia stays in turmoil and money put in WFR now is dead money for some time to come. Even writing calls at this point could be futile as the price could drop to 7-8 and hang there until the turn in semis comes (IMO at least 1yr) Also during this awful period investments must be started for 300mm wafers. They are not in an enviable position. The only positive I can offer is that SEH probably hurting more than WFR Good Luck to all

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