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

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?

An SI Board Since January 1996

Posts	SubjectMarks	Bans	Symbol
4697	59	0	WFR

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

Introduction Market Data Compact

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
3447	Well, you can't fight the tape. I just accept that I am going to have to wa	Scotsman	-	6/8/1998
3446	PMAT? How could I forget. On this thread everyone is polite and courteous, and	Carl R.	-	6/8/1998
3445	WFR a hot topic? Now that's a stretch! If they were any colder, they'd	Carl R.	-	6/8/1998
3444	Zeev, frankly my disagreements with your forecast are very minor. First of all	Carl R.	-	6/7/1998
3443	Scott, with only 10 posts today? There must be a lot of people lurking around h	Zeev Hed	-	6/7/1998
3442	Wow Carl & Zeev, you have put WFR way up on the SI hot topic list!	Scott D.	-	6/7/1998
3441	Carl, I am still of the opinion that $100 is possible in 30 months. Their sales	Zeev Hed	-	6/7/1998
3440	OK, that means that the first reference would be the correct one in terms of or	Carl R.	-	6/7/1998
3439	Carl, WFR has about 30% of the "non captive" wafers market. I usually	Zeev Hed	-	6/7/1998
3438	Lets try a different way. If MEMC has about a third of the worldwide market, a	Carl R.	-	6/7/1998
3437	Scotsman, I would not invest in MSFT at these prices myself, but if you follow	Zeev Hed	-	6/7/1998
3436	Since we have some time to kill with MEMC before anything exciting occurs, and	Scotsman	-	6/7/1998
3435	I think that WFR will survive. Their unit shipment are still growing. They are	Zeev Hed	-	6/7/1998
3434	I think we pretty much all know that this stock is effectively dead money for t	Scotsman	-	6/7/1998
3433	Carl, I think that the second reference was only for Japanese companies. It is	Zeev Hed	-	6/7/1998
3432	More estimates of wafer starts: Message 4751071 These estimates of both presen	Carl R.	-	6/7/1998
3431	Here are estimates from last March according to Dataquest for worldwide wafer c	Carl R.	-	6/7/1998
3430	Of course I understood that the foundry was the one getting $1400 for the wafer	Carl R.	-	6/6/1998
3429	Carl, you should realize that when they said "wafers" in that text, t	Zeev Hed	-	6/6/1998
3428	Zeev, I'd be interested in some commentary from you on the ramifications of	Carl R.	-	6/6/1998
3427	Scotsman, not so fast, look at this, the last bastion of strength in Asian semi	Zeev Hed	-	6/6/1998
3426	Posting fool that I am. Something to read about. Analysts agree that the s	Scotsman	-	6/5/1998
3425	thanks....I had Bt. WFR, only just over $ 15., in its' base at that time, w	Jim Goodman	-	6/4/1998
3424	Wafer starts: There's life in 5-inch and 6-inch wafer f	All Mtn Ski	-	6/4/1998
3423	How about 400 mm wafers?: Will the chip industry need 400-m	All Mtn Ski	-	6/4/1998

Go to reply# or date (mm/dd/yy):