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
4622	Hi Carl, yes ADEX is an obvious beneficiary, but they are so small and have los	olduvai5	-	1/25/2001
4621	Thanks for the info. Zeev	Zeev Hed	-	1/25/2001
4620	Hi Ze'ev, yes, I saw that post but I don't think that facility qyuite qu	olduvai5	-	1/25/2001
4619	Olduvai5, as demand for 300mm heats up, and the wafer suppliers start to build p	Carl R.	-	1/25/2001
4618	Jonathan, I am not familiar with any way an average investor can get into Shin-	Alan Gallaspy	-	1/24/2001
4617	Olduvai, according to a prior post, SEH will be in full production at 50,000 waf	Zeev Hed	-	1/24/2001
4616	Hi Ze'ev I don't think anybody has a focussed 300mm wafer production fa	olduvai5	-	1/24/2001
4615	The one that comes to mind for me is ADEX. They are in the metrology business, b	Carl R.	-	1/24/2001
4614	I know of none for which this business is "critical" or a large part o	Zeev Hed	-	1/24/2001
4613	Who is making 300mm wafer making equipment? Any good plays there? Carl	Carl R.	-	1/24/2001
4612	Allan, thanks for that bit of information. This plants looks like it is barely e	Zeev Hed	-	1/24/2001
4611	So is there any way an average US investor can buy Shin-Etsu?	Jonathan Edwards	-	1/24/2001
4610	Shin-Etsu Chemical (4063-¥4,450-SB) Differences within the Industry Are Set	Alan Gallaspy	-	1/23/2001
4609	olduvai, have you heard anything about 300 mm going into mass production, anywhe	Zeev Hed	-	1/21/2001
4608	I thought that WFR bought some 40% of their joint venture with Nippon getting th	Zeev Hed	-	11/9/2000
4607	The news that Wacker is buying NSC silicon assets was reported on www.semibiznew	olduvai5	-	11/9/2000
4606	I remember talking to Sully at Semicon 98 and I thought he told me they were get	olduvai5	-	11/1/2000
4605	Yes, it means that WFR will need at least 100 pullers, not 15, they have no sour	Zeev Hed	-	11/1/2000
4604	Hi Ze'ev, I'm a little out of date, too. Last real contact I had w/ 30	olduvai5	-	11/1/2000
4603	Olduvai, my information on this is antiquated, how many usable wafers per meter	Zeev Hed	-	11/1/2000
4602	Hi All, I'm pretty sure WFR has 3 or 4 pullers now, I'm trying to find	olduvai5	-	11/1/2000
4601	Andrew, rational to us business man, but very irrational to bean counters. They	Zeev Hed	-	11/1/2000
4600	Hi Zeev, You pose an interesting question, given the precarious nature of their	Andrew Vance	-	11/1/2000
4599	Olduvai, is WFR capable of delivering any quantities of 300 mm wafers? I thought	Zeev Hed	-	10/31/2000
4598	Well, after only 36 posts so far this year, it may be time for this thread to wa	John Cuthbertson	-	10/31/2000

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