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Technology Stocks : MEMC INT'L. (WFR -NYSE) The Sleeping Giant?
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To: Zeev Hed who wrote (4313)3/26/1999 11:01:00 AM
From: Ian@SI  Read Replies (1) of 4697
 
Zeev,

I think the story lost a lot in the translation.

First they talk about receiving 300mm orders for April and May.
Yet, to my knowledge, they have no 300mm capability - not even a pilot line.

Then they talk about switching a hew 200mm fab to 300mm.

Then, the story ends with the statement that no equipment will be purchased until next year.

I'm sure the story was more logical in its original language???

Ian.
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