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

To: Scotsman who wrote (4505)	9/22/1999 11:16:00 AM
From: Bruce A. Thompson	Read Replies (1) \| Respond to of 4697

To: +Bruce A. Thompson (11448 ) From: +Zeev Hed Wednesday, Sep 22 1999 9:17AM ET Reply # of 11450 Bruce, the impact on the quarter might be few percentage (both loss production for their Taisil group and maybe a week or so of interruptions in the fabs out there. I doubt the total impact will exceed 2% of their "planned" output, and since it seems that the price hike is holding and the bulge in DRAM prices is holding for the time being, I doubt we will have a major impact. If WFR breaches $16.5 get out, IMHO. Zeev