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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 (3593)	7/2/1998 11:36:00 AM
From: Scotsman	Respond to of 4697

Good point. The interaction between wafers and chips requires understanding that I am starting to gain off of this thread. Thanks.

To: olduvai5 who wrote (3593)	7/2/1998 11:25:00 PM
From: Carl R.	Read Replies (1) \| Respond to of 4697

That's the most positive thing you've posted on this thread in a long time. I have long believed that in the end wafer sales should begin to recover before a solid recovery in equipment sales. What happened in 1997 was the reverse however. This led to an acceleration in shrinks, and a prolonging of the agony for wafer suppliers. Now if equipment sales plummet for the next year or so as expected then the reverse could happen. WFR could get cheaper, so it could wander for awhile, or it could creep up. But eventually it will rise. In the meantime 10 7/16 seems to be providing adequate support, and the stock seems to want to creep back to 11. Good luck, Carl