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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 (4075)	11/23/1998 10:10:00 PM
From: Carl R.	Read Replies (1) \| Respond to of 4697

I believe that demand for wafers is up markedly, and the stock price is saying the same thing. I expect a surge in demand for hardware in the next several months, and that will come too fast for the demand to be met by new fabs, shrinks, etc. I think the primary beneficiaries will be photomask makers, lithography, and wafers. Yes, wafers. Thus my question awhile back as to how much freedom WFR has to raise prices in the short run: Message 6383729 Unfortunately, no one answered.... Carl