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Strategies & Market Trends : The picks
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To: Andrew Vance who wrote (3745)2/4/1997 9:03:00 AM
From: Mark   of 6124
 
**MN**

RE: WFR.

Andrew;

If you get a chance please state the business case for WFR. What do you see in it that makes you feel it will climb? Will it again touch old highs? Should earnings turn around and exceed 1995 numbers, even though the numbers for 1996 were lower, as were all semis?

Pertty impressive that they topped the 1 billion mark in revenue. As a minimum, they are a player that will remain.

Thanks for your info. As always, much appreciated.

Mark

P.S. I still don't like the fundementals for IDTI, but I can't comment on their product, which must make you very comfortable.
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