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Technology Stocks : SILICON STORAGE SSTI Flash Mem

SSTI 7.030

+3.4%

Dec 8 3:59 PM EST

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To: Naveen Kumar who wrote (910)	10/3/2000 5:21:42 AM
From: Rene Madsen	of 1881

Re. our old discussion about Intel poor earnings not being worth using as a measurement of the general chip market: zdnet.com Interesting article, note particularly: "The P4 delay would not be a big issue but for two things," Joseph continued. "No. 1, the PIII is hidebound and is not yielding well above the 1GHz range -- remember the recent 1.13GHz recall? And No. 2, Advanced Micro Devices has now passed Intel in average speed distribution, we believe, and is rapidly ramping its own K7 products." Disclosure: Long SSTI, no interest in INTC or AMD, just finding it silly to base SSTI price on INTC (lack of) performance.

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