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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 (3163)	3/20/1998 11:32:00 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 4697

Maverick, the reason I am not plunging into internet commerce, is that I do not understand it and cannot determine the winners from the losers. I understand wafers pretty well, and there really are not that many new competitors, just a glut a supply from existing participants (including new capacity at MEMC itself). In 33 months (the end of 2000) a lot of wafer fab capacity will come on line that will need to be fed wafers and even 300 mm wafers. I think that WFR's stock price will start turning long before it business fortunes turn. Zeev

To: Maverick who wrote (3163)	3/24/1998 3:32:00 PM
From: Jim Goodman	Read Replies (2) \| Respond to of 4697

hi guy, but geez, recently my "PSYCLE sm" added WFR at 15 or so (and APM at 10+, up already) to my depressed, basing buy list, with close stops as usual, for normal, trading, technical pattern bounces, from here....also was TRID @ 7. as an "exhaustion V bottom", up a little already, and KMAG @ 14 or so, up a little also, so far, in this "technical-rise into-neg.-sentiment group rotation" I have done so well with so often, as you know....gosh, I respect your postings as you know....but the technical chart patterns say give WFR and APM near recent lows only, a shot here....I usually buy L.T., in-the-money calls, in bases, etc., no emotion, and ignoring all "fundamental stories" good or bad anyway....I guess that's what makes markets, yes ? anyway, hope you are doing well, and keep in touch, P.S. gave also out some depr. oil. svc. issues 2-3- weeks ago, on S.I., as bouncers, worked again, so far....some depr. Prec. Metals also look interesting as pot. saucers....take care,