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Technology Stocks : Semi Equipment Analysis

SOXX 301.15

-1.2%

4:00 PM EST

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To: Gottfried who wrote (8720)	2/22/2003 12:18:57 AM
From: Sarmad Y. Hermiz	Read Replies (2) of 95656

>> Compare to the microprocessor makers - they have little pricing power even though there are just two of them. Gottfried, I disagree. I think Intel (but not AMD) does have pricing power. However, computer demand is elastic. And while they can raise prices, they will sell fewer units. In addition, Intel might be keeping prices low in order to starve AMD; keeping it as a copy-cat, and preventing it from leading in new features. By the way, Intel did succeed in raising flash memory prices. I recently bought a quantity of large flash IDE storage units. There is very little in stock, and prices are approx 30% higher than a couple months ago. It seems like all the retailers are hooked to the same distributor. Hardly anyone carries inventory. I think any increase in end user demand will spark increased capacity utilization. Sarmad

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