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Technology Stocks : MEMC INT'L. (WFR -NYSE) The Sleeping Giant?
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To: Zeev Hed who wrote (3636)7/17/1998 11:28:00 AM
From: olduvai5  Read Replies (3) of 4697
 
Well, I did get some info about the meeting at Semicon. It seems that AMAT and a few others were trying to argue that the cost of developing 300mm process tools was too high given the current business environment and they wanted everyone to line up behind a push out to 2004-2006 for full production. Sematech, Siemens and Hitachi basically said they were moving ahead with the original schedule and the devil take the hindmost. Siemens and Hitachi indicated clearly that they expected tools and would not do business with laggards. I heard that Wacker is comfortable with volume production to supply Siemens' 300mm line in Dresden, SEH seems comfortable with supplying Hitachi in Japan. Intel was relatively mum about their plans but it seems clear they will have to take a close look at their timeline again. WFR or Sumitomo seems likeliest candidate to supply INTC with 300mm, so continued activity at St Peters will help to improve WFR's position there, as Sumi is well behind in 300mm production.

Ze'ev might be able to add that $.25 back in.

There was a lot of fear evident among the smaller vendors and a great deal of courtin' and sparkin'. Everybody is looking for somebody to partner with or take over to get closer to critical mass. It still looks like mid 99 before business recovers. The rcent bounce in stock prices is certainly doomed. Consensus is that Nov-Dec will see the bottom.

olduvai5
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