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: Mark Adams who wrote (3846)	9/29/1998 2:08:00 AM
From: Carl R.	of 4697

"Had eggplant for dinner again, though I'm ready to move on to the acorn squash which also seems to be dropping in price quite quickly. <g>" Hey wait a minute, that's my line. <VBG> I consulted my eggplant, and I believe I may try a position in WFR once again tomorrow. After listening to the MU conference call, the eggplant tells me that worldwide spending by the entire DRAM industry on capital equipment is down to $4-5 billion from $15 billion a couple years ago. With the world switching to RDRAM, this will require 30% more transistors, and 30% more silicon than SDRAM. Shrinks will still occur, but at a slower pace due to less capital equipment. The only questions are whether or not so many fabs are closing that the demand for wafers can never catch up with the supply, and whether or not WFR has too much exposure to Korea. Carl

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