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

To: Debt Free who wrote (3117)	3/10/1998 2:10:00 PM
From: All Mtn Ski	Respond to of 4697

Perhaps they will give some indication with their 1Q results. I think that will happen when the DRAM and Memory markets get in balance and we see prices rebound. Hopefully Korea will not be able to expand like they have in the past. They account for something like 30% of world's supply of memory chips, and could really affect the supply/demand balance favorably if they take their medicine. With many of the Semi-equip companies announcing future weak results, we may be seeing this happen. I am looking for less capacity coming online over the next few quarters and thus bargains in the Semi-equips and more visability for MEMC. Anyone know of any wafer plants scheduled to open this year from MEMC's compeditors? Tom