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Technology Stocks : Semi Equipment Analysis

SOXX 342.47

+1.6%

Jan 16 4:00 PM EST

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To: etchmeister who wrote (26726)	11/6/2005 3:03:01 PM
From: robert b furman	Read Replies (1) of 95737

HI Etch, Although very little of this has been talked about,I believe it is important to know that prices for Dram memory have dropped a higher percentage than most would expect NOT BECAUSE OF COMPETITION ,but Samsung has been caught with its trousers down on price fixing. They just paid a 300 million dollar fine that Micron ducked because they "Fully cooperated" with the US officials. All the Sell side guru's where screaming Armegeddon - when really all that happened was a breakdown in a cartel relationship vs a competitive field. Very few ever put this huge impact into the market and instead talk about inventory gluts blah blah blah. Bob

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