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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Michael Burry who wrote (2747)	12/11/1997 4:08:00 PM
From: Zach E.	Respond to of 78602

Mike, Any thoughts on WFR? It is the second largest maker of silicon wafers in the world. A commodity product, to be sure, but not one that has a low barrier to entry. They have operations in the US (where they are based), Japan and SE Asia, so currency pressures might not be so bad? They recently announced about a 5% share buyback. They are currently not profitable, but if you believe in the growth of the semiconductor industry, they should become profitable soon, particularly with their aggressive pursuit of the 300mm wafer standard. There is a pretty good thread on SI: Subject 1691 I have no current position, just wanted to bring it up on this thread. Keep up the good work! Zach