MEMC INT'L. (WFR -NYSE) The Sleeping Giant?

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Technology Stocks
MEMC INT'L. (WFR -NYSE) The Sleeping Giant?

An SI Board Since January 1996

Posts	SubjectMarks	Bans	Symbol
4697	59	0	WFR

Emcee: ----------	Type: Unmoderated

Introduction Market Data Compact

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Reply	Message Preview	From	Recs	Posted
3397	Carl and Zeev, good discussion. Looks like I am going to keep buying. The sweet	Scotsman	-	5/31/1998
3396	Carl, most of your observations are correct, but I think you have missed three	Zeev Hed	-	5/31/1998
3395	Zeev, I have been contemplating the relationship between the business cycles of	Carl R.	-	5/31/1998
3394	Carl, very very slowly we are staring to see 300 mm fab announcements. I though	Zeev Hed	-	5/31/1998
3393	Carl, the chart does not show of the BTB is severely "smoothed", we h	Zeev Hed	-	5/29/1998
3392	Even Zeev is wrong sometimes, I see. <G> I note that the market mood in	Carl R.	-	5/29/1998
3391	Actually, once I concluded that going over 15 on this rally was unlikely, selli	Carl R.	-	5/29/1998
3390	Yep, probably so. I am still accumulating shares for a long term hold, but once	Scotsman	-	5/29/1998
3389	Hi guys, still listening to all of you discuss TA, book value, buy backs etc. M	hcm1943	-	5/29/1998
3388	I wonder if MEMC will buy back some more shares at these prices? I don't th	Scotsman	-	5/29/1998
3387	Carl, I think we may have an afternoon rally again in the semi. I must admit, t	Zeev Hed	-	5/29/1998
3386	The semis are all down now, so I took some profits. I agree with your assessme	Carl R.	-	5/29/1998
3385	I agree, but I do not think you will see much enthusiasm for WFR, you might hav	Zeev Hed	-	5/29/1998
3384	The rally appears to be continuing today, and appears to be broader. Most of th	Carl R.	-	5/29/1998
3383	Thomas, you play with Sprague's company at your own risk. The concept of Wa	Zeev Hed	-	5/29/1998
3382	Zeev, Your opinions are well respected and your knowledge of the chip industry	Kid Rock	-	5/29/1998
3381	For the thread Japanese Chip Makers Take A Beating pubs.cmpnet.com	Scotsman	-	5/29/1998
3380	Even in the tech sector, liquidity rules in this market. No one wants to invest	Scotsman	-	5/28/1998
3379	Everyone was worried when it went from 250 or whatever to 175... then in traded	LLCF	-	5/28/1998
3378	VECO dropped from almost 40 to 27.5, I would say that was quite a drop. CYMI fr	Zeev Hed	-	5/28/1998
3377	The only way that the equipment guys can go up without the semis is if a techno	Carl R.	-	5/28/1998
3376	Carl, your observation is astute. It used to be in the semi cycle that the chip	Zeev Hed	-	5/28/1998
3375	Today the Nasdaq was up and the SOX was up. But I have some concern about what	Carl R.	-	5/28/1998
3374	FWIW, DAWK is seeing signs of recovery in the semi industry: (from their 5/13	J L Segal	-	5/27/1998
3373	OK,I see. Thanks.	Scotsman	-	5/27/1998

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