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Technology Stocks : Semi Equipment Analysis
SOXX 316.33+1.3%Dec 10 4:00 PM EST
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To: robert b furman who wrote (89475)12/27/2022 9:01:46 PM
From: Sam1 Recommendation  Read Replies (2) of 95561
 
Bob, In the case of Samsung, if they do lower the price of DRAM and NAND, they will hurt that competition but they will help the competition they have in smart phones.

And in the case of DRAM, even if they do hurt Micron and Hynix--their only serious competiton--they aren't going to drive either one of them out of business. They are too important to both the US and S. Korea. It isn't clear to me who will get hurt the most, those two or Samsung.
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