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

To: John Cuthbertson who wrote (4553)	12/15/1999 3:51:00 PM
From: All Mtn Ski	Read Replies (1) \| Respond to of 4697

The company is poorly run, badly managed and once again the idiot parent company, VEBA, is holding back the stock price because the have announced that they would like to divest WFR. That announcement put a ceiling on stock, who the hell would buy this company for a premium? Nobody, if VEBA hadn't opened its mouth, the stock would trade on the recovery in the Semi markets. Now it is just a dog waiting to be bought, at a much lower price than the market would value it, based on the Semi recovery. I have learned my lesson, the Germans are horrible captialists, and I will never again touch a German owned company. I can only be glad that I dumped most of my stock at $20. But obviously not enough. That Bank America analyst must be feeling pretty good about his last upgrade. I have a feeling we are heading back to book value. Tom

To: John Cuthbertson who wrote (4553)	12/17/1999 12:53:00 AM
From: Carl R.	Read Replies (1) \| Respond to of 4697

John, I understand why WFR has slid back to the 10s. It is the fact that the company is for sale, combined with the fact that the wafer surplus has not resolved itself as fast as some had hoped. The two things I don't understand are why it was in the 20's in the first place, and why I didn't short it when it was there. I personally sold out when it was at 9 thinking it couldn't go much higher. Zeev, do you think this will be a good January effect stock? I hadn't thought about it, but it could be. I may buy some if it slips back under 10. Carl