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

To: Carl R. who wrote (3537)	6/14/1998 8:31:00 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 4697

Carl, I doubt that their inquiries on hcm were because of negative posts, mine have been the most negative on this thread, on some other threads I would have been branded as a shorter trying to bring the stock down (particularly that until Friday I did not own the stock for months). You will note that hcm posts frequently on the FERO thread and shows in depth knowledge of that company (but unfortunately misses the major reasons for FERO's trials and tribulations). This could have planted the seed in their lawyers mind that an insider is hiding behind the handle, and I would accept the tenet that their lawyers wanted to make sure no one from within is leaking information to the public, or for that matter comments on the stock's behavior without the lawyers first reviewing the comments. As for HULS buying us out, yes it is a possibility, but I think that to finance future developments they would want to be able to access the public markets again, and will weigh the loss of such a financing route against the current deal being offered by the market. Zeev PS, Carl, not only a cheap loan, but interest free.

To: Carl R. who wrote (3537)	6/14/1998 8:47:00 PM
From: IMPRISTlNE	Respond to of 4697

re: "I think they would be delighted to be rid of us all. If they can do that cheaply (at book value or below), I think that they may do so." <G>...With present: PRICE TO SALES .42 PRICE TO BOOK .63 Hey, While we're at it, why not take this one down to a: PRICE TO SALES .10 PRICE TO BOOK .15 Seems Reasonable to me ... <G>

To: Carl R. who wrote (3537)	6/15/1998 8:56:00 AM
From: hcm1943	Read Replies (2) \| Respond to of 4697

having been a lurker for a while I thought it was time I posted my opinion as you were kind enough to refer to me. The Idea of Huls making a bid is IMO never going to happen. They got a slug out a few yrs ago and with the Asian problems and the semi slowdown why throw money at a commodity business. Also WFRs 200mm supplier (FERO) is in all likelyhood exiting the puller business and could leave WFR in a position of having to reley on other vendors for spare parts and/or other equip. biz.yahoo.com As I said a few months ago the turn in semis is a long way away as long as Asia stays in turmoil and money put in WFR now is dead money for some time to come. Even writing calls at this point could be futile as the price could drop to 7-8 and hang there until the turn in semis comes (IMO at least 1yr) Also during this awful period investments must be started for 300mm wafers. They are not in an enviable position. The only positive I can offer is that SEH probably hurting more than WFR Good Luck to all