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: Scotsman who wrote (3828)	9/26/1998 6:12:00 AM
From: Carl R.	Read Replies (1) of 4697

In my opinion next year will be good for semis, but still bad for the equipment makers. I think that so far Y2K problems have shifted MIS spending to software, but that as we get closer to 2000 we will see move spending on PC's as older models are replaced. I think that the semis will be reluctant to buy new equipment, but will increase fab utilization instead. To me that implies an increase in demand for wafers. Note that just as we are seeing some older DRAM fabs shutting down, we are seeing some wafer production facilities closed. Hitachi closed an epitaxial plant recently. This company could find a bottom yet. But for the current time, I am still just watching. Carl

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