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

To: Scotsman who wrote (3421)	6/4/1998 6:29:00 AM
From: Scotsman	Read Replies (2) \| Respond to of 4697

I am just a veritable fountain of bad news. pubs.cmpnet.com Now, the question I have is this. With the work being done to produce more chips per wafer as this and previous articles have stated, it seems to me that there is no need to go to 300mm any time soon. We have discussed this ealier on this thread, and a lot of the 300mm fab lines have been postponed or completely cancelled. Hence MEMC has a lot of research and investment cost it has to eat, which isn't helping things short term. However, it also seems to me that demand continues to grow for silicon chips overall, and at some point supply and demand will balance. This could set the stage for a real shortage as the 300mm lines will not be up,and the yeild of 200mm cannot be increased anymore. Hence prices could easily start to resemble a rocket taking off to Venus, instead of crashing to Miami beach like they currently are. Am I all wet here? The article below would seem to support my hypothesis to some small extent. biz.yahoo.com