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

To: Dennis J. who wrote (4198)	2/12/1999 4:10:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 4697

Dennis, maybe we are getting my "spring relapse" earlier then I thought. In any event, I removed some of my GTC (including on WFR), because I did not like the market reaction to DELL. I think it is overdone and that we still have some steam before the relapse, but maybe DELL just took that steam out. I still see a stronger NAZ over the next few weeks, despite the disappointing action today, but I am not sure about WFR, a break of $8 may happen here before the rest of the semi relapse, and later, I think some $6 or below could be seen. Zeev

To: Dennis J. who wrote (4198)	2/16/1999 9:37:00 PM
From: Andrew Vance	Read Replies (1) \| Respond to of 4697

I bought at $8.50 and knew in my heart it was a gift at that price. Funny thing is, my heart always leads me astray. I need to follow my brain a bit more<GG>. The AMAT earnings release and SFAM announcement of CMP contracts bode well for a ramp of new technologies, hence, more wafere starts. However, on the flip side, I was very disappointed with the earnings release and data on PLAB today. Business has not picked up for them yet but forward looking is getting better, they say. I am on the side right now with a gazillion shares and almost hoping for a temporary massive drop (1 to 5 hours worth of a drop) to average down my shares. $5 would be real nice for a intra-day low as long as it recovers to $8 by day's end<GGG>. BTW - if my ears did not deceive me, DELL took a massive hit in the after market and AMAT was also down a few points. Go figure! Exceed estimates by a factor of 2(AMAT) and meet estimates (DELL), only to drop after the bell. Only in our industry OR just another example of the RadarView Mystery-History Theorem.<GG> AV