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 (3655)	7/28/1998 11:21:00 AM
From: olduvai5	of 4697

No, I'll stick with 9 1/4 for now. I don't have any turnips, but I've been hearing about them dumping the small diameters for awhile now. They are hoping to get out of the "day-old-bread" market and concentrate on the fancy baked goods. The transition to 300mm is really just waiting for demand. They are fairly well set on the process side and I expect they will scale rapidly when the demand hits. I don't believe the people who are calling the low now. I think, like Ze'ev, we have to expect the traditional October Massacre. olduvai5

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