Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Ian@SI who wrote (4169)	2/2/1999 4:12:00 PM
From: Bruce A. Thompson	Read Replies (2) \| Respond to of 4697

Carl, I saw that this morning. I must have still been asleep 'cause I thought it just made for competition. Bruce

To: Ian@SI who wrote (4169)	2/6/1999 1:56:00 PM
From: rsie	Read Replies (1) \| Respond to of 4697

Ian, could I ask what you think of AV's take on WFR since the 300mm announcement? thanks again for all your help and expertise.....Rich "AV--I agree with you about CYMI not getting below $20. I think there is nothing but upside to this stock. However, your article just makes me thrilled as can be relative to my rather heavy weighting in WFR these days. WFR is set to be a player in 300mm when it comes on line. All the work and most of the depreciation is already behind them. This is key since the 300mm equipment depreciation was probably a drain on their bottom line so when 300mm finally ramps, it will be with a lower drepeciation component. This will result in better margins and lower costs, thereby hitting the net income line more significantly.Andrew"