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To: Sam who wrote (44756)6/28/2010 2:30:32 PM
From: FJB  Read Replies (1) | Respond to of 60323
 
RE:Samsung's Austin expansion could be a big bet on Apple

I think Samsung is betting on Samsung. A few weeks supply out of that fab could supply Apple for a year. They are building that other plant to make 360 million AMOLED screens a year. This indicates Samsung plans to be big in smartphones/tablets. They don't play small ball.