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

To: Scotsman who wrote (2948)	1/22/1998 10:00:00 AM
From: All Mtn Ski	Read Replies (1) \| Respond to of 4697

Perhaps not. I seem to remember WFR saying on Oct 14 that the 3Q and 4Q would be losses and then they reported 3Q on Oct 15. So I don't feel safe until the actual earnings report is in. However, I don't think this quarter's results will matter much to the street, I think forward looking comments will play a more important role in the direction of the stock price. Please say SOMETHING positive MEMC!!! Tom

To: Scotsman who wrote (2948)	1/22/1998 3:17:00 PM
From: olduvai5	Read Replies (1) \| Respond to of 4697

Scotsman - bad link on the Taiwan story, but I've been following this pretty closely. It looks like the Taiwanese are - as expected- viewing the local situation as a golden opportunity to grab market share and are going full speed ahead. While we are experiencing generally flat orders from Asia in general, we have new orders coming from Taiwan and they are pressing us for minimal delivery times. Good for us 'cuz we have some pushouts that we can redirect easily and our first Q is looking much better than feared. olduvai5