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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: Donald Wennerstrom who wrote (50493)12/22/2010 10:41:44 PM
From: cluka   of 95574
 
Don,

It seems $200 million out of that $2.25B was a Samsung payment that will run $35-40 mil in the future qtrs.

Also, they feel they and Samsung are the only DRAM players that are not losing money at todays prices.
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