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Technology Stocks : MEMC INT'L. (WFR -NYSE) The Sleeping Giant? -- Ignore unavailable to you. Want to Upgrade?

To: Chip Roos who wrote (4388)6/10/1999 11:24:00 AM
From: Ian@SI  Respond to of 4697
 
Chip,

Actually, no I don't.

I got a little toe-wetting position, then decided that there were much better opportunities elsewhere.

I guess I was looking for a buy high, sell low opportunity to offset other capital gains. :-(

Still holding,
A little more positive,
But not enthusiastic,yet

Ian.



To: Chip Roos who wrote (4388)6/10/1999 11:37:00 AM
From: Zeev Hed  Read Replies (1) | Respond to of 4697
 
Chip, no I own none at this time, I think that there are better opportunities elsewhere, and frankly, right now I would no pay more than book value (a moving target around $6 to $7/share). The market is enthusiastic due to better visibility of higher margins 300 mm wafers, but until that will be 10% of WFR sales, I think it will be well in 2002.

Zeev


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