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Technology Stocks : MEMC INT'L. (WFR -NYSE) The Sleeping Giant?
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To: olduvai5 who wrote (4058)11/11/1998 8:03:00 PM
From: Carl R.  Read Replies (1) of 4697
 
If I am right, the Y2K is now kicking in with a final frenzy of hardware purchases, and the semi market will be very strong for the next 9 months. Of course there will be a yo-yo effect later, but who cares for now. <VBG>

What I want to know is if a wafer shortage suddenly kicks in, can WFR raise prices, or are they locked in? I think fab utilization (read wafer consumption) will rise rapidly as the only way to produce the needed semiconductors on short notice is to run the fabs full bore.

Thanks,

Carl
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