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

To: Proud_Infidel who wrote (2891)	1/6/1998 10:13:00 PM
From: Scotsman	Respond to of 4697

Well, thats one positive person on the semi's. Does anyone know how WFR sets up its contracts? For instance, has it already sold its wafer production for the next quarter or two at the current set price? Or do fabs basically ask for supply bids from the qualified suppliers? I think this is pertenant as if WFR has locked in a low price for its wafers for the next few quarters, they aren't going to make any money even if silicon goes up 100%. Just a thought. A little exagerated on the 100%, but you get the idea.