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

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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
3422	I am just a veritable fountain of bad news. pubs.cmpnet.com Now, the question	Scotsman	-	6/4/1998
3421	OK, some more of the same. zdnet.com	Scotsman	-	6/3/1998
3420	Zeev, I was looking in the ADPT string. I see that the descent of the stock h	Bruce A. Thompson	-	6/3/1998
3419	Well, while I'm at it. Japan body says sees '98 chip market of $145.5	Scotsman	-	6/2/1998
3418	More stuff. If ya'll get tired of it just yell, but hopefully we will see t	Scotsman	-	6/2/1998
3417	Jim, the cut off should have occurred much earlier in the game (like in the hig	Zeev Hed	-	6/2/1998
3416	I have appreciated all you scentient posts, but I recently had to cut a quick,	Jim Goodman	-	6/2/1998
3415	Look on the bright side. In a few years we will all be looking back on this and	Scotsman	-	6/2/1998
3414	Congrats on the forecast. :(	All Mtn Ski	-	6/2/1998
3413	Scotsman. I do not know about 11, but it is certainly not improbable. In the me	Zeev Hed	-	6/2/1998
3412	Continuing to fall. My reserve bananas are getting ripe. Think we will hit 11	Scotsman	-	6/2/1998
3411	The Koreans really got themselves in hot water once before with this strategy,	Carl R.	-	6/2/1998
3410	And more stuff. techweb.com	Scotsman	-	6/1/1998
3409	Here's some more stuff. Hyundai Electronics stops memory chip producti	Scotsman	-	6/1/1998
3408	For the thread, related stuff. Samsung, Hyundai to Reduce Production of 64	Scotsman	-	6/1/1998
3407	So your best guess is that while unit volumes may increase, margins won't i	Carl R.	-	6/1/1998
3406	Well, I was just hoping. Could pick up a quality company dirt cheap.	Scotsman	-	6/1/1998
3405	Carl and Ze'ev, it is not likely that the overcapacity in 200mm bare wafers	olduvai5	-	6/1/1998
3404	Carl, I think that Taiwan is well on its way to get some of the 16 new fabs (th	Zeev Hed	-	6/1/1998
3403	The more important question is whether increased fab utilization will be suffic	Carl R.	-	6/1/1998
3402	Carl, unfortunately, I do not have an answer to these questions. This is one re	Zeev Hed	-	6/1/1998
3401	More thoughts on the business cycle for semis: I note that once overcapacity i	Carl R.	-	6/1/1998
3400	Scotsman, I don't really think that AMAT is going to 11, my point was simpl	Carl R.	-	6/1/1998
3399	Zeev, regarding your points, I agree that I have not accounted for the exact ex	Carl R.	-	6/1/1998
3398	Right now, I do not think AMAT is going to 11, if that is what you are asking,	Zeev Hed	-	5/31/1998

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