Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 318.06

+1.4%

Jan 5 4:00 PM EST

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To: sixty2nds who wrote (27058)	11/22/2005 8:43:11 AM
From: robert b furman	of 95675

HEHEHE, Well I guess since Samsung just got slapped for price fixing (after Micron squealed on themselves and Hynix).Intel and Micron must figure that being the most efficient and locking in one of the largest customers (Apple) still provides a very nice revenue stream. When one finds price fixing - there is always room for competition. Note Microns business model - no debt,little R&D,just bare bones lean manufacturing. Me thinks Hynix is a good short - Lots of debt. They just escaped being bought up in bankruptcy by Microns low ball bid in the bottom of 00-02 decline. Bob

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