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To: slacker711 who wrote (182641)	11/10/2005 8:58:40 AM
From: John Carragher	Read Replies (2) \| Respond to of 186894

Apple Dumps Samsung as iPod Flash Partner; Who Could Profit? (AAPL, INTC, SNDK, AMD) The wires are reporting today that Apple has dropped a joint $3.8 billion investment plan with Samsung for NAND flash memory production for iPods (and possibly other Apple products). An ‘unnamed official’ says that Apple is ‘currently in talks with another memory chip maker for joint flash chip output in the United States’. This is a huge contract to supply a central component for the hottest consumer electronics product in a decade. Who could this mysterious flash memory producer be — who stands to profit considerably? If you take a look at current producers of NAND memory, these are the companies that could possibly land this deal: Toshiba/SanDisk (SNDK), Intel (INTC), Spansion (joint AMD/Fujitsu owned), or possibly even Hynix.

To: slacker711 who wrote (182641)	11/10/2005 10:38:45 PM
From: Amy J	Read Replies (3) \| Respond to of 186894

RE: "Wow, I didnt know anybody in the world still believed this." Most people I know in my age group think Communisim is efficient - we equate communism to China and Singapore's dictatorship as highly efficient. Possibly older people may perceive communisim as the inefficient, older East bloc USSR. RE: "If you looked at India, you would realize that very little about their system was capitalistic up until 1990" Capitalism was very alive in India during the 70s I believe it was when Mrs. Ghandi was booted out because the poor masses rejected her push for population control. Since then, more people have been killed in India from starvation and poor living conditions in flooding regions that's due to poverty (inability to relocate), than in all of China - the death numbers prove China is substantially better at humanitarian conditions than India ----- using the ultimate measurement of death statistics, something too many not-so-modern statisticians conveniently seem to exclude to include in the ultimate measure of humanitarian conditions - the death statistics. The freedom to live, is more important than the freedom to speak - this is why Democracy doesn't work well below a certain GDP. China doesn't have the inefficiency from a lack of strong centralized power that ails a democratic nation where a zillion different fighting factions argue in India but nothing gets done. India's local govt is so corrupt and the centralized power is so weak, means India is at grid-lock when it comes to deploying nation-wide infrastructure, and that inefficiency is so bad that even India's govt acknowledged this by actually gave their energy infrastructure contract to Enron in hopes for something better than their brand of corruption, if you can imagine that. And of course, that probably will mean nothing will get done, other than a lot of useless arguing. RE: "They are moving in the right direction but have a ways to go." Sure, at a snails pace. Democracy is much too inefficient below a certain GDP where people are granted the permission to argue but do not have food to eat. RE: "Any state controlled economy can work well when they are making the right choices." They can work much, much better than a capitalistic/democratic nation that is based upon the lowest-common denominator and whose financial system vision extends only one quarter. Singapore is taking a very aggressive move in a particular industry sector and I suspect they will over take it soon, because a dictatorship allows things to move very, very fast. RE: "Inevitably, they make a couple of wrong choices" Very true, the wrong decision can mean tanking like East Bloc did. RE: "the system rarely has the flexibility to change." Untrue. China built a city that is fraught with infrastructure problems because the govt permitted the city to grow according to a capitalistic model. China's govt officials are smart - they tweaked the model for the next city and smartly factored intelligent infrastructure planning that you would not find in a democratic/capitalistic country. China is kicking India's butt by a factor of two because Efficient Communism is better than Argumentative Democracy below a certain GDP. India needs to learn to argue less, and get a move on it. Regards, Amy J