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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

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To: pcyhuang who wrote (53550)	9/2/2011 11:45:08 PM
From: Sam	1 Recommendation Read Replies (1) of 95531

Does Intel really want to get back into DRAM? And they just sold Numonyx to Micron--do they want to buy it back now? Plus, I have read that last quarter they sold the MU stock that they received in the Numonyx sale (although I haven't seen the SEC form that verifies that). They aren't listed as one of the largest holders on either Yahoo or Nasdaq. I didn't bother going to MU's web site to look for it. In any case, 450 won't be happening for at least 5 years. If it really happens at all. If Intel really does want to buy a company for that, IMHO Sandisk would be a better candidate. They would be getting Toshiba as a partner in the deal to split the costs, and would be getting access to better flash technology. And they would NOT be getting either DRAM or NOR, both of which they have already abandoned. It was a big headache for them to get rid of Numonyx, I can't imagine why they would want it back.

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