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

To: All Mtn Ski who wrote (2907)	1/12/1998 5:40:00 PM
From: Scotsman	Respond to of 4697

Sounds like Micron may be a pretty good buy for a long term hold at this price.

To: All Mtn Ski who wrote (2907)	1/13/1998 8:49:00 AM
From: olduvai5	Read Replies (1) \| Respond to of 4697

Hi Tom Actually, I think Siemens has a very strong relationship with Wacker and gets most of their supply from the plant in Burghausen. I have seen MEMC / Novara material at the Siemens Module1, but mostly you see Wacker there. 300mm could be different. I know Wacker is scheduling 300mm tool deliveries in 1st and 2nd Q 98, but I don't have a good feel for their position in the race right now. olduvai5

To: All Mtn Ski who wrote (2907)	1/13/1998 11:29:00 PM
From: ----------	Respond to of 4697

Tom: My mother called me from Florida to tell me about the article. Seems their local investment club owns some WFR. I told her that "big white thing" on the cover of WFR's last annual report was what these guys have decided to start to try & make. <g>( You think I like things simple, you should meet my mom. <BG>). With Korea, etc. there is a lot of creedence to the idea of tweeking more out of the 200mm rather than blowing a few billion on new 300mm stuff right away. My guess is about 2003 is when 300mm will catch on. Doug