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

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To: IMPRISTlNE who wrote (3785)9/4/1998 1:26:00 PM
From: Scotsman  Read Replies (1) of 4697
 
Never hurts to hear what others have to say. I have seen on other theads that DRAM prices are starting to show signs of stabalizing, and actually climbing. The Asian fabs that have been getting out of DRAM production are starting to cut into capacity much faster than I anticipated. So could it be possible that this could also be happening to wafers? Do these companies actually have more money to pay for wafers? How does the Spartanburg plant shutdown effect this quarter and the upcoming one.

Since I have much more than a toe wetting position I am looking for another entrance point to start averaging down. Others with different information and opinions are valuable in gauging this.
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