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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 (3637)7/17/1998 11:35:00 AM
From: Zeev Hed  Respond to of 4697
 
Olduvai, I will be very happy to add those $.25 back in.

Zeev



To: olduvai5 who wrote (3637)7/17/1998 2:52:00 PM
From: John Cuthbertson  Read Replies (1) | Respond to of 4697
 
"The recent bounce in stock prices is certainly doomed. Consensus is that Nov-Dec will see the bottom."

Hi Olduvai5,
Thanks for the report. Is that the consensus timing for the bottom in stock prices or in sales/earnings ?

==John Cuthbertson



To: olduvai5 who wrote (3637)7/29/1998 7:33:00 PM
From: Proud_Infidel  Respond to of 4697
 
I haven't posted here for awhile since I exited my WFR position earlier this year. BTW, this is one of the best threads on SI IMO. I had forgotten the level of discussion this thread offers. Keep up the good posts guys/gals. Here is some relevant info from Dataquest.

BK

Dataquest sees flat 99 with explosive spending thereafter:

gartner11.gartnerweb.com

Excerpt:

Dataquest analysts said the next six months will be extremely difficult in the
market, and while 1999 growth will remain flat, Dataquest analysts forecast a
spending boom during 2000-2001, with a DRAM shortage emerging early in
2000. Dataquest predicts the worldwide wafer fab equipment market will grow
37 percent during 2000 and 49.8 percent in 2001