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


To: ---------- who wrote (2904)1/12/1998 7:41:00 AM
From: Scotsman  Read Replies (1) | Respond to of 4697
 
Yep, thats my theory also. Will be good in the long run probably, but some pain short term. Of course, one good thing is that MEMC is pretty low. I have a hard time seeing it go to 5 or 4. Maybe 11 or 12.

I still anticipate an announcement of poor earnings soon.



To: ---------- who wrote (2904)1/12/1998 8:23:00 AM
From: olduvai5  Read Replies (1) | Respond to of 4697
 
<<OFF TOPIC>> Hi Doug! Your reference to the domino theory triggered warm memories of high school debate competitions, where I succesfully defended the domino theory against all comers right up the state finals in MO. I was then crucified by a guy who caught me in a "post hoc ergo propter hoc" logic error. Ah, those were the days!

I flew over the ice covered area NE of the great lakes this weekend. What a catastrophe! Expect the sale of gas powered generators to go throught the roof for a while. 1+ million customer without power looks like a real bonanza for somebody!

olduvai5



To: ---------- who wrote (2904)1/12/1998 4:13:00 PM
From: All Mtn Ski  Read Replies (3) | Respond to of 4697
 
This Korea thing could be good news for the supply part of the equation. DRAM prices have risen about 20% recently:

yahoo.com

Did anyone see the 300mm development that Siemens and Motorola are funding in Germany? "To be the first to do this would mean a great competitive advantage," Siemens chief executive Heinrich von Pierer said. MEMC's German background should help in securing this business.

infobeat.com

Cheers,
Tom