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Technology Stocks : MEMC INT'L. (WFR -NYSE) The Sleeping Giant?
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To: Carl R. who wrote (4362)5/1/1999 12:44:00 AM
From: Scotsman   of 4697
 
Yep, I'm still here holding long, although I have moved into the telecoms lately. Anyway, the problem I see is that unlike memory wafers have not had the shutdown of facilities. Memory has had a lot of companies say quits while wafer manufacturers have just kept on jugging along. Until that situation corrects itself via shutdown or capacity catching up I think that wafers will continue to suck eggs.

Once it is resolved, MEMC will take off. But I don't anticipate anything until second quarter 2000.
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