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

To: Joss who wrote (2830)	12/22/1997 5:25:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 4697

Joss: On this thread I am known as the $100 man. Namely, I have stated (stubbornly) that by the end of 2000 the stock would have seen this magic number. I have also said that before that glorious day, it will see sub book value numbers (always have to have some bitter herbs with the candies, the scrooge in me), which we are seeing now. Is this a good price? I think it is. Am I buying yet? No, not yet, I think that even better prices might be available between here and next June. How much better? If I knew I would have a GTC just there. How much down side risk do I see? I used to say about 13, but now, I am no longer sure, since my general forecast for the semis include a very nasty spill before the Ides of March, I would say that a breach of 13 could be possible. Will I buy if it get to 10? You bet I will, I love ten baggers. Zeev