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 (4091)	12/28/1998 8:15:00 PM
From: Carl R.	Read Replies (1) of 4697

Not this time. Based on strong comments from INTC, COMS, etc, it would appear that demand for semiconductors has been fairly strong this quarter. The easiest way to increase output is to run more wafers. The Koreans ceased shutting down a week a month back in early November, and they are good customers of WFR if I recall. Thus WFR should beat estimates this quarter. There is no chance of a warning in my opinion. Carl

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