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

To: Prasanna L Soni who wrote (4495)	8/26/1999 6:56:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 4697

Prasanna, if indeed the wafer shortage is heavy, than the 10% price increase in Asia will be the first shot "over the bow", my "model" in this case can be flawed. I'll try and see what I get with few higher price increases and with bigger shipments. You must admit, however, that in my last attempt to estimate the point at which WFR becomes profitable, I had to stretch quite a lot. Nevertheless, the TA indicates that I may have not stretched enough. (VBG). I did see your note , but could not respond for two reasons, first, I did not study ISSI yet, and second, I have access only through SI classic and lately it just does not let me "in". Zeev Zeev