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

To: TREND1 who wrote (2806)12/17/1997 12:28:00 PM
From: Scotsman  Read Replies (1) | Respond to of 4697
 
This kind of brings up an interesting thought. If the 300mm fabs get postponed, how will that impact the wafer companies. Those that have committed to 300 at the expense of 200 will feel pain, while those that have significant 200 production could benifit. Perhaps we may have a shortage of 200's, in which prices could rise.


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