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

To: Michael Dunn who wrote (2893)	1/7/1998 5:41:00 PM
From: Scotsman	Read Replies (1) \| Respond to of 4697

Very interesting. Could this be a precurser to a definate turnaround in WFR? Supply is going to be constant due to lack of plants being built due to Asia, and demand climbing. Prices should be going up next year.

To: Michael Dunn who wrote (2893)	1/8/1998 12:41:00 AM
From: olduvai5	Read Replies (1) \| Respond to of 4697

Quick take on the symposium ((off topic)) There was a big stir created by several people presenting cost reduction analyses for 0.18u line rule process. The attendant shrinkage in die size shows much better than expected economy of scale and the concensus suddenly shifted from drive to 300mm for improved economy of scale to much smaller line rules. Several analysts presenting were asked point blank who would benefit from the paradigm shift and the answers were what you would expect, AMAT, KLAC, CYMI, ASMLF and to a lesser extent, SVGI. There emerged a strong feeling that the emphasis on 300mm ramp up would decrease in favor of pushing to smaller line rule on 200mm material first. FWIW, this is second hand - I wasn't there, but my sources are suddenly cooling on 300mm prospects! I'll be searching for more details and will report as they come in. On the Asian front, there is clear but quiet desperation in Indonesia and Thailand over the coming expulsion of their nationals working in other Asian countries. Somewhere between 2 and 4 million nationals will be repatriated over the next few months to their home countries with no jobs and little hope to greet them. It could get very ugly. The IMF bailouts are already proving completely ineffective and civil unrest on unprecedented scale is frighteningly real prospect. We could be in for a wild ride before things settle down. I'm now long but getting nervous! olduvai5