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 (3543)	6/15/1998 9:30:00 PM
From: olduvai5	Read Replies (2) of 4697

Internal forecasts at WFR and Sumitomo do not see any improvement in the pricing fundamentals (read excess capacity before Q2 99. Interestingly enough, TSM and CSMC are quite a bit more optimistic in their outlooks. They see their business picking up before Q4 98. The unexpected response to the voluntary separation program at WFR may lead them to slightly relax the draconian cost controls that went into effect in April. Or, they may accelerate their buy back. Either way, its still awhile before we'll see anything but drifting... olduvai5

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