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

To: GuyNixon who wrote (3641)	7/21/1998 9:58:00 AM
From: All Mtn Ski	Read Replies (1) \| Respond to of 4697

Good News?!? Sumitomo delays U.S. plant expansion ALBUQUERQUE, N.M. A planned $265 million expansion of the Sumitomo Sitix Silicon wafer plant here has been put on hold and the plant will be shut down for a week in August, it was reported here recently. "We've slowed down a little bit with everything that's going in the semiconductor industry," said plant manager Keith Hampe. "Our business has slowed down. We thought it was wise to slow down the expansion." The plant employs about 160 people. The expansion would have added about 330 more jobs. Hampe said neither the expansion delay nor the August shutdown will result in job losses. Employees will attend off-site training classes during the shutdown. "We see this as temporary," Hampe said, adding that the expansion is should resume sometime next year. "It's all still going to happen." pubs.cmpnet.com

To: GuyNixon who wrote (3641)	7/27/1998 8:31:00 AM
From: olduvai5	Respond to of 4697

Hi Guy, AMD will start up their new fab in Dresden by November with product expected by end of 1stQ 99. These will be high speed and high end, but ramp up time to standard yields is uncertain. It will certainly put pressure on INTC. It remains to be seen whether they can cut costs, or whether the Celeron will gain general acceptance. Everything I've seen indicates it's a dog and will likely go the way of "New Coke". I do not know what inventory plans INTC has for this chip, but I hope they plan to live hand to mouth! Micron is not really in the race for 256MB and 1GB DRAM. They are a commodity producer survivng on cost control alone. They will wait for the process to be wrung out by Siemens, IBM and Hitachi. Rumors are that LG Siltron may be acquired by Samsung, which would further depress DRAM prices. Near term outlook is futher price declines, but the cost curve is approaching an asymptot now. It's already well under the cost of production. olduvai5