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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 (4607)	11/9/2000 9:27:47 PM
From: Zeev Hed	Respond to of 4697

I thought that WFR bought some 40% of their joint venture with Nippon getting them to 80% or so, how does that put them relative to Sumitomo? Heard anything new about preparations in the industry to get their 300 mm programs going? Zeev

To: olduvai5 who wrote (4607)	1/21/2001 11:27:34 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 4697

olduvai, have you heard anything about 300 mm going into mass production, anywhere? From looking at WFR's ba;lance sheet, it does not seem that they will be capable soon of doing anything about it, but I am more concerned about the other three, SEH, Wacker and Sumitomo. Do they have capacity in place? A lot of companies are announcing plans to launch 300 mm fabs, but I have no visibility of wafer availability for these fabs. If it turns out that there are no wafers in sight, that will put a major crimp of the semi-equip, since the expected savior out of this current downturn is supposed to be 300 mm and copper. I have no idea where to get info about those foreign companies. Zeev