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: Bruce A. Thompson who wrote (4052)	11/5/1998 11:56:00 PM
From: Scotsman	Read Replies (1) of 4697

Here is some info Taiwan draws shoppers for 0.25-micron capacity By Anthony Cataldo and Mark Carroll EE Times (11/05/98, 5:38 p.m. EDT) TOKYO — Citing a looming shortage of 0.25-micron capacity, NEC Corp. is in discussions with a number of dedicated foundries about the manufacture of NEC's most sophisticated logic devices. Among the companies in discussions are Taiwan Semiconductor Manufacturing Co. (TSMC) and United Microelectronics Corp. (UMC) in Taiwan, and Chartered Semiconductor Manufacturing Ltd. in Singapore, said Hajime Sasaki, senior executive vice president of NEC, on Thursday (Nov. 5). eet.com So Zeev and others, is this rally in Micron and MEMC simply the traditional end of quarter, Christmas season rally, or are we really looking at a turn around for the next 24 months.

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