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Technology Stocks : Semi Equipment Analysis

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To: sixty2nds who wrote (27486)	12/16/2005 11:38:10 PM
From: etchmeister	Read Replies (1) of 95697

Citigroup cited the two companies' exposure to the video game console industry, saying they could be hurt by a possible inventory adjustment due to indications of double-ordering in the chip supply chain for the game consoles. Smells a little bit fishy - in particular "volunteering" this kind of in depth knowledge. So they specifcally recognized double ordering in the chip supply chain for game console - that's very in depth knowledge. Why share it ?

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