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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 (4622)	1/25/2001 8:53:24 PM
From: Carl R.	Read Replies (2) \| Respond to of 4697

The fact that ADEX is small, and the fact that they have lost money for a long time are exactly the reasons why I thought they might get a good bounce. At their size it shouldn't take much of a business increase to make a huge difference on the bottom line, and they are already profitable for the last several quarters. They are projected to make $.30 in the year ended April 01 and $1.37 (one estimate as high at $1.77) in the year ended April 02. In any case I thought that when talk starts about a 300mm wafer shortage they might pop since there aren't a lot of public companies that will get a big benefit. Certainly it will help WFR, but not enough. Carl