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: Scotsman who wrote (3619)	7/10/1998 9:13:00 PM
From: olduvai5	of 4697

Well, I got to SF despite the best efforts of the FAA. There has been a lot of grumbling behind the scenes about the incredible costs of 300MM tool development. I see this statement from AMAT as a shot across the bow of the likes of INTC et al. They have been pushing the burden onto the tool manufacturers, then pulling the rug out from under them with all their push backs for pilot and production lines. There are a few facts to keep in mind: 1) Siemens is NOT slowing down on 300mm. INTC will have to get off the fence soon. 2) Samsung, Hyundai and Hitachi are hamstrung by their local economies. TSM and MU are not, but face other difficulties. 3) The bottleneck is in process tools - most front end and metrology tools are now 300mm capable. 4) If AMAT abandons or severely cuts back on 300mm, ASM and UTEK will not be shy to take advantage, and both are (reportedly) still moving right along. 5) If 300mm production is delayed by 2 years, the demand for 8" material will catch up to production by late 99 - early 00. I hope to catch the guys setting up the booths and get the real skinny from them... olduvai5

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