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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 (3402)6/1/1998 8:44:00 AM
From: Carl R.  Read Replies (1) | Respond to of 4697
 
The more important question is whether increased fab utilization will be sufficient to eliminate the surplus of 200mm wafers, in which case profit will come prior to a recovery in equipment sales, or whether we will have to wait for new products like epi and 300mm to drive profits, in which case the recovery will happen after the equipment recovery. Any ideas on this one?

Carl