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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 (3664)7/31/1998 3:24:00 PM
From: olduvai5  Respond to of 4697
 
In a continuing sign of industry woes, Siemens announced closing of the Tyneside UK plant today. This fab was just brought on line late last year. It has interesting implications for the SEH wafer foundry nearby in Livingstone. This was built to supply some Siemens demand and also to supply INTC in Ireland. If they reduce production or close down, then that should help cut excess capacity - which is good news for our guys.

olduvai5



To: Scotsman who wrote (3664)7/31/1998 11:41:00 PM
From: Carl R.  Read Replies (1) | Respond to of 4697
 
Here is a post from a well respected commentator on the semi industry, Carl Johnson of Infrastructure:
Message 5340337

He points out that on the demand side there is no growth in IC shipments:
Message 358439

The number of chips shipped should be related to raw silicon usage...

Carl


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