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Technology Stocks : MEMC INT'L. (WFR -NYSE) The Sleeping Giant?

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To: Zeev Hed who wrote (3630)7/16/1998 9:39:00 PM
From: Jim DuBois  Read Replies (1) of 4697
 
Hmmm. Only 87.50. That would be terribly disappointing. (small sigh)... but, if we have to settle for that, I suppose we must. <g>

Seriously, if they are pushing out the 300 quite a ways, and we are not going to see the large margins, dont we need to see some fab reduction or bankruptcy to squeeze the supply? It almost seems to me in some ways the ugly road ahead for next 6 months is necessary to cull the weak from the herd - and hopefully MEMC will be one of the strong to survive.

J
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