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

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Reply	Message Preview	From	Recs	Posted
4447	Zeev, Perhaps, demand is growing faster than we think... Ian August 9, 1999	Ian@SI	-	8/9/1999
4446	John, that could be. In the last CC of WFR they mentioned however that tightnes	Zeev Hed	-	8/9/1999
4445	Zeev, The Si wafer industry as a whole may have been operating at only 60% o	John Cuthbertson	-	8/9/1999
4444	Tom, what worries me is that in the conference call, WFR succinctly stated that	Zeev Hed	-	8/8/1999
4443	"The demand for 8-inch wafers worldwide has reached about 3.3 million unit	All Mtn Ski	-	8/8/1999
4442	As I mentioned in my analysis earlier this month, even a 10% price increase ove	Zeev Hed	-	8/8/1999
4441	Zeev, Many thanks, I'd completely missed this. With a little luck the &qu	Ian@SI	-	8/8/1999
4440	Ian, the following indicates that "maybe" there is light at the end o	Zeev Hed	-	8/8/1999
4439	Bob, Zeev, It's conceivable that there may be a shortage of a specific waf	Ian@SI	-	8/4/1999
4438	Zeev, I thought the story was odd as well and agree with your comments. Bob	FJB	-	8/4/1999
4437	Robert, with all due respect to the writer the statements about full capacity a	Zeev Hed	-	8/4/1999
4436	Encouraging news, I hope capacity remains tight and these wafer suppliers can a	All Mtn Ski	-	8/4/1999
4435	Wafer suppliers struggle to cope with higher demand eet.com	FJB	-	8/4/1999
4434	Also, it has been discussed that the Semi-equips trade with a forward look of a	All Mtn Ski	-	8/2/1999
4433	Zeev, Agreed that the glass is not full. But it's getting fuller. I&#	Ian@SI	-	7/31/1999
4432	If WFR is being actively managed, that would be a major change of direction. I	Carl R.	-	7/30/1999
4431	Ian, somehow, I read the numbers quite differently. If I assume that they someh	Zeev Hed	-	7/30/1999
4430	From: semibiznews.com MEMC revenues improve with increasing wafer volumes in Q	Ian@SI	-	7/30/1999
4429	Zeev, After listening to the conference call, I'd have to say that your sc	Ian@SI	-	7/30/1999
4428	Ian, they have lost some $40 MM in the last quarter, the prices they are gettin	Zeev Hed	-	7/30/1999
4427	Zeev, About the only way to get that answer, IMO, would be to call the CFO. T	Ian@SI	-	7/30/1999
4426	Ian, yes, WFR does look better, a little, but I'd like to do a calculation	Zeev Hed	-	7/30/1999
4425	Thanks Ian, sounds like things are slowly improving, do you have the CC# and Re	All Mtn Ski	-	7/30/1999
4424	Great conf call by WFR this morning. Some highlights: Double digit % growth o	Ian@SI	-	7/30/1999
4423	Earnings: (Or lack of them) MEMC REPORTS 5% SEQUENTIAL QUARTERLY INCREASE IN N	All Mtn Ski	-	7/29/1999

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