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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 (3161)	3/20/1998 10:46:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 4697

Maverick, I have no argument with you over the next quarter or two, but the bottom in stocks will occur long before the bottom in the industries fortunes. Once the turn in semi occurs, WFR will do fine and I still think that by the end of 2000 it would have seen 100. Of course this does not mean that in between it will not go to 10 or so. I have around 12 to 13 as a bottom, but I would rather see it form first before I jump. Zeev

To: Maverick who wrote (3161)	3/21/1998 12:45:00 AM
From: Donald B. Fuller	Read Replies (1) \| Respond to of 4697

>>Note this was posted well after my remarks: cbs.marketwatch.com. I'm am NOT looking to pick a fight. But WFR's are woes are here to stay for the foreseeable future.>> The foreseeable future is another year? Seems a little near sighted to me. Actually, I love this semi misery and gloom stuff. That's when I just sit there and keep on quietly buying other people's shares. This is a cyclical industry - always has been - always will be, IMHO. You don't get rich in it buying the shares when the thundering herd is piling with all 6 billion feet. You get rich by buying when the rest of the street and the conventional wisdom is puking all over them. Personally, pigs will fly before I pay 100x earnings for anything. I just bought more WFR shares today (PRIA too). Early? I suppose. But then, I am not investing anything I plan to take out before 2008. If it goes to 12 next month, I'll pile on another helping. Whattya think? Might there be just one more up cycle between now and 2008? Don