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

To: Ian@SI who wrote (4409)	6/11/1999 9:56:00 AM
From: Zeev Hed	Read Replies (1) \| Respond to of 4697

Yes, Ian, but if you believe Rose associates, it will cost $500 MM to get a 100,000 wafer per month production facility for the 300 mm effort. If I remember correctly, WFR has plucked in about $100 MM in development, but are only manufacturing these wafers on an "R&D" basis, not production. Where will this money come from? Furthermore, I think that in the next two quarters they might eat at least $50 MM in cash (and I think this is optimistic, in the last quarter they used some $40 to $50 MM in cash). Zeev