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

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To: olduvai5 who wrote (3637)7/29/1998 7:33:00 PM
From: Proud_Infidel   of 4697
 
I haven't posted here for awhile since I exited my WFR position earlier this year. BTW, this is one of the best threads on SI IMO. I had forgotten the level of discussion this thread offers. Keep up the good posts guys/gals. Here is some relevant info from Dataquest.

BK

Dataquest sees flat 99 with explosive spending thereafter:

gartner11.gartnerweb.com

Excerpt:

Dataquest analysts said the next six months will be extremely difficult in the
market, and while 1999 growth will remain flat, Dataquest analysts forecast a
spending boom during 2000-2001, with a DRAM shortage emerging early in
2000. Dataquest predicts the worldwide wafer fab equipment market will grow
37 percent during 2000 and 49.8 percent in 2001
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