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

To: Zeev Hed who wrote (3112)	3/8/1998 10:02:00 PM
From: Jonathan Edwards	Respond to of 4697

There is some discussion of Isonics on the General Lithography thread; see Message 3643103 for starters...

To: Zeev Hed who wrote (3112)	3/9/1998 1:50:00 PM
From: All Mtn Ski	Read Replies (1) \| Respond to of 4697

March First Call Numbers: 1Q Estimate is ($0.55) With a high of ($0.50) and a low of ($0.60). It looks like the company let the analysts know this quarter is going to be weak, 5 analysts changed their estimates downward this month. And for the year no one has estimated a profit. The estimate is ($1.10) with a high of ($0.22) and a low of ($1.52). OUCH!! Well, I guess it couldn't get much worse... Tom

To: Zeev Hed who wrote (3112)	3/12/1998 7:32:00 PM
From: John Cuthbertson	Read Replies (1) \| Respond to of 4697

Re: isotopically pure Si. Hi Zeev, Just out of curiosity, why would isotopically pure Si be expected to have higher thermal conductivity? I would expect that the conductivity would be predominantly determined by the electron mobility, which would be much more strongly affected by, say, impurity elements or, as you suggested, the crystal structure, rather than the isotopic composition of the silicon. Is there some subtlety here that I am not catching? ==John