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

To: Maverick who wrote (3154)	3/19/1998 11:21:00 PM
From: Scotsman	Read Replies (1) \| Respond to of 4697

Yep, looks pretty grim. But I still have to believe that somewhere down the line with Asia cutting the guts out of their expansions in both wafer and fab plants that there will be a shortage sometime. And if anything MEMC should capture more market share due to the above. So I am optimistic in the future. Don't know when, but I am patient. I am a lousy net investor. I never know what is going to be hot or not and todays peach is tomorrows prune. I am more confident about the DVD market coming into its own over the next year or two. Some good opportunities there that have been beaten down.

To: Maverick who wrote (3154)	3/20/1998 1:03:00 PM
From: Donald B. Fuller	Read Replies (1) \| Respond to of 4697

>>The days of the semi's are over. It's the net now.>> I guess you'd better tell this to the holders of hundreds of billions of dollars worth of market cap in the semi companies, so they can sell all of their shares and buy lots and lots of net stocks. Oh, I guess this means the semi-equipment companies will shutter their factories too. Too bad. Don

To: Maverick who wrote (3154)	3/20/1998 3:39:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 4697

Maverick, I think you are confusing the tail and the head of the dog. The "NET" , telecom, PC and hundred of other applications are driving the semi, not the other way around. If the net expands, you need better PC's and servers etc. and thus more semi's not less. There is a current glut in capacity but that will pass as well. I still think that the net Si real estate is destined to continue its growth well into the next century, and the providers of this real estate will flourish. Zeev