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

To: Scotsman who wrote (2807)	12/17/1997 8:51:00 PM
From: olduvai5	Read Replies (1) \| Respond to of 4697

There is a very large amount of 200mm capacity coming online in the next 6 mos. 300mm capacity will not be at the expense of this effort. Probably looking at Sept before demand begins to catch up. A lot depends on continued strength in demand for processors and other chips. Memory is a dead duck unless Samsung goes under until 256MB DRAM gets into commercial production and the die size shrinks a bit. BTW, the global capacity analysis I promised will not be publishable. I have been told by my boss that this info is company confidential and dire things will happen if I publish specifics (he reads this thread!). Oh well, I can say that with planned capacity increases, WFR will solidify its hold on second place among all producers, but SEH is not resting on its laurels. olduvai5