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

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To: Bruce A. Thompson who wrote (3818)9/20/1998 10:21:00 AM
From: Zeev Hed  Read Replies (1) of 4697
 
Bruce, I think that WFR will hold on, but what I think and what Huls will do may be different things. The main question, in my mind, is how fast (if at all) will a recovery in Asia be. If Japan keeps playing with fire it may precipitate a true depression in the rim (and quite a recession her and in Europe)and than the time horizon for a recovery may be lengthened to few years. I do not think that will actually happen, but it is a definite possibility.

Zeev
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