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

To: olduvai5 who wrote (3405)	6/1/1998 9:13:00 PM
From: Carl R.	Read Replies (3) \| Respond to of 4697

So your best guess is that while unit volumes may increase, margins won't improve this year? Even some additional volume would be helpful, of course. That begs the question as to whether MEMC is the high cost producer. Do you know if Sumi and SEH are making money at these prices? In a commodity market the low cost producer usually wins in the end.... As for Mr. Toad, I have heard that he has given up motor cars and now prefers the excitement of trading semi-equipment stocks, but he finds the trading action in wafer suppliers too slow for his taste. <G> Carl