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

To: Donald B. Fuller who wrote (2780)	12/12/1997 5:41:00 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 4697

The way I figure it three Asian markets have hit new lows last night and few others will join in the party on Monday and Tuesday. That will bring a very oversold situation there and here, just in time for the cheerful season. The weight of the problems in the rim will start and establish themselves after the cheery season is over, and then we may actually SEE the reduction in chips shipments, right now we are only anticipating these, but the engines are still puffing at full speed. Once the visibility will be clear real fear will appear (as if we did not have enough) with forecast of the demise of the semiconductor industry and its replacement with dynamic camel dung, that is when it will be the darkest, and a pretty good time to jump in. I had a forecast of about 15 in WFR but we are getting there so fast that I might have to remove it. What is clear to me is that by this time next year, this dark period will just be like a nightmare. Nothing else. But, as you all know, I have been wrong before. Zeev