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Technology Stocks : Semi Equipment Analysis
SOXX 314.52-0.6%Dec 11 4:00 PM EST
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To: Think4Yourself who wrote (1212)9/27/2001 10:20:41 AM
From: Steve Lee   of 95572
 
Micron's quarter began on Sep 1 so we already have a good insight into what it will look like.

Despite Micron's guff about lowest cost producer etc, it is worth noting that Samsung is making a profit because they have profitable lines (at least at time of last report, maybe they too have turned a loss by now).

If it were a true game of last man standing then the last man would be Samsung, not Micron. In reality, as you say, Hynix will go first, and both Micron and Samsung will live to see the next upturn IMO.
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