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Technology Stocks : Synaptics
SYNA 70.14+3.4%Nov 5 3:59 PM EST

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To: Jim Mullens who wrote (27)2/11/2005 11:18:26 AM
From: Sam Citron  Read Replies (1) of 191
 
Hi Jim,

I do not have a Bear Stearns account. Hence I have no access to Neff's reports, except what is quoted by the news media.

There is nothing "odd" about a supplier losing an exclusive contract. It happens all the time. What makes it a bit unusual in this case is that the ClickWheel is the very element that is attributed to the iPod's fabulous success. Companies don't generally want to tamper with winning formulas [Coca Cola lesson]. Furthermore, to utilize Synaptics' capacative sensing technology in a similar ClickWheel might have certain legal consequences for Apple and its new partners.

Sam
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