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

To: olduvai5 who wrote (4596)	10/31/2000 3:30:57 PM
From: All Mtn Ski	Respond to of 4697

olduvai5, I don't know how scientific this is, but I'm not calling an end to semi upturn until the blank wafer guys like MEMC start making some money. As your link points out, that may be in 2001, as capacity gets tighter in the blank wafer area. Last downturn, WFR went from making millions to losing millions, and still hasn't climbed out of that hole, although the situation has been getting better. Once the blank wafer guys start making money again, I think the downturn will be around the corner. Any soundness to this theory? Regards, Tom

To: olduvai5 who wrote (4596)	10/31/2000 3:38:26 PM
From: John Cuthbertson	Respond to of 4697

Well, after only 36 posts so far this year, it may be time for this thread to wake up. Although it passed unremarked here (and seemingly unnoticed in the market), WFR reported third quarter earnings better than expected on Thursday afternoon. The loss for the quarter was .03, vs. the .11 average of the two analysts who published estimates. On an operating basis, WFR was actually in the black, as were its joint venture subsidiaries. News release is available here: siliconinvestor.com Thanks for posting the article, olduvai5 -- nice to see you here again. ==John C.

To: olduvai5 who wrote (4596)	10/31/2000 8:29:10 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 4697

Olduvai, is WFR capable of delivering any quantities of 300 mm wafers? I thought they were still with the "pilot line" (I think they have a total of 2 pullers? one here and one in Japan?). At the time it was estimated that they needed a good $100 MM to get a production line for the 300 mm, do you see anywhere they can get that money from? If they can, than they will be in the "sweet spot" on pricing. So far they have obtained very minimal premium for their 200 mm wafers (avergae price increases are barely 10%), that is not the "hallmark" of "shortages". Zeev