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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 (4530)9/27/1999 10:24:00 PM
From: Carl R.  Respond to of 4697
 
Actually Ian, the better reason for a competitor to buy them would be, not because of a wafer shortage, but to cause a wafer shortage. A competitor could buy WFR, then shut down sufficient plants to assure a "firm" price for wafers. How much it would be worth for this purpose, I don't know, but it could be worth a premium, provided anti-trust factors didn't prevent the acquisition.

Carl



To: Ian@SI who wrote (4530)9/27/1999 10:27:00 PM
From: Zeev Hed  Respond to of 4697
 
Ian, foundries used to have their own wafer plants (and I believe that Toshiba still does), but they have moved away from that since they require heavy capital for fabs, on which the ROI is better than on raw wafer making, thus TXN sold their wafer making to MEMC few years back. I doubt this trend will reverse.

Zeev


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