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: Wildstar who wrote (3758)	8/31/1998 8:41:00 PM
From: Carl R.	of 4697

Yes, sorry for the typo. Hopefully many people will understand given the context. As for the recovery, once it is in sight, you just as well buy AMAT as it typically outperforms the group. A reason it might do so is that they are known to use up cash at the bottom to buy smaller companies out, strengthening their position for the upturn. My favorite smaller company is VECO, though I am out now. I think they could hit 18-19 if 21 doesn't hold. Their main business is actually disk manufacturers and their business is still pretty strong (BTB=.98) due to conversion from TFI to MR to GMR, and they also have been positioning themselves for .13 micron and below in the metrology area. Carl

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