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: Timothy W Adams who wrote (4233)	2/24/1999 9:21:00 AM
From: olduvai5	Read Replies (1) of 4697

Hi All, long time no hear! I just wanted to provide a little independent corroboration to the "diatribe". WFR's reputation as the "day old bread" company is ill deserved these days. Their problem, if they have one exclusive to them, is that they were a little late in moving to CMP on their 200mm product. They had a lot of flatness and contamination issues when they ramped up their expansion in St Peters. These are well in hand now, but the market hasn't appreciated the effort because of the glut. It will, eventually. Their 300mm wafers are as good as anyone's and their process technology may be slightly better. They pay more attention to bulk defects in the denuded zone - critical for the extreme high density and small feature size of next generation DRAM and CPU devices. Patience is not frequently rewarded in the marketplace. When I got back in back at $4, I got out right away at $8. I've been waiting for $5, but I'm now thinking we won't get there, maybe as low as $6.5, but not much lower. Good Luck! olduvai5

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