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
4422	A new 300mm fab announced today. Is this the start of a move to larger wafers?	Mark Oliver	-	7/15/1999
4421	News re 300mm posted by BillyG on the CYMI thread: From: BillyG	John Cuthbertson	-	7/14/1999
4420	I like the volume pickup on a 12%+ day, and anyone who makes positive comments	All Mtn Ski	-	7/13/1999
4419	350% increase in volume. $13 1/2 we might be in IBD Tuesday. We are all profi	Deep Six	-	7/12/1999
4418	Now if only the raw wafer suppliers can start raising prices, WFR may someday b	All Mtn Ski	-	7/9/1999
4417	Wafer foundries boost tags as demand rises By Mark LaPedus and Sandy Chen Elec	Proud_Infidel	-	7/9/1999
4416	Looks like WFR has established a trading range here...any comments from those w	Joe Tokarz	-	7/8/1999
4415	Phil Roth, the technical analyst at MS Dean Witter recommended WFR last week at	Deep Six	-	6/29/1999
4414	Hi Zeev, Thanks so much for your reply. As always, salient comments. Lee	Lee Allgood	-	6/16/1999
4413	I'm not arguing the point that WFR much have the capacity before it's n	Ian@SI	-	6/11/1999
4412	But Ian, look at the time table, Mot/Siemens are probably going to go full next	Zeev Hed	-	6/11/1999
4411	<i>it will cost $500 MM to get a 100,000 wafer per month productio	Ian@SI	-	6/11/1999
4410	Yes, Ian, but if you believe Rose associates, it will cost $500 MM to get a 100	Zeev Hed	-	6/11/1999
4409	We must have gone to Edgar at the same time. The 10K does show the debt reduce	Ian@SI	-	6/11/1999
4408	Veba had a big chunk of debt (about $100 MM ) that was converted before March 3	Zeev Hed	-	6/11/1999
4407	Would the Veba injection have been included on the Balance Sheet by Mar 31st?	Ian@SI	-	6/11/1999
4406	Ian, you may be right about the news release, I see no sign it was issued by WF	Zeev Hed	-	6/11/1999
4405	Ian, if you are right, it relieves my anxiety a little. Lets check this one. Z	Zeev Hed	-	6/11/1999
4404	Zeev, The news release probably came from the Software supplier not WFR. I ha	Ian@SI	-	6/11/1999
4403	Ian, I do not think that they brought in that much money, VEBA contributions wa	Zeev Hed	-	6/11/1999
4402	Zeev, I realise that it's often very profitable to be a contrarian. But i	Ian@SI	-	6/11/1999
4401	Ian, earlier today I suggested that WFR should not break $9 and thus only the $	Zeev Hed	-	6/10/1999
4400	Tom and Zeev, Thanks. I really couldn't figure out the significance of th	Ian@SI	-	6/10/1999
4399	Ian, I am upset they never told us what cash management software they acquired.	Zeev Hed	-	6/10/1999
4398	Sounds like #1.	Tom Swift	-	6/10/1999

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