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

To: SE who wrote (4295)	3/22/1999 10:35:00 PM
From: Zeev Hed	Respond to of 4697

Scott, dilution is good when you loose money, but if they ever make some, now that will be divided over 70 MM shares not the 40 MM I originally thought they'll manage to keep. Well, even if they get sales to double from here to let say $1.4 Billions, for a commodity outfit with history of losing money in tight times, I doubt they will be awarded more than 1 time sales (well, if we get really tight on wafers, then who knows), which is a far cry of what I thought this company could be worth by the end of 2000. Zeev