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Post# of 704047
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Zeev Hed

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Zeev Hed

Re: goodluck post# 439235

Monday, 11/21/2005 5:12:42 PM

Monday, November 21, 2005 5:12:42 PM

Post# of 704047
Not sure how the legal paperwork between INTC and SNDK is and how it relates to joint ventures with non licensed producers. The fact that MU has majority ownership (51%), is probably in SNDK's favor. Pressure on prices from this additional capacity surely will not happen till at least the third quarter next year.

AZH

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