For what it's worth, from the Yahoo board, one gem among the garbage;
All Investors Read This Post!!!!!
by: upyougo_2001 6/28/00 5:10 pm
Msg: 7346 of 7514
I've been watching this board for sometime and I can't believe the amount of misinformation goes around here. There are too many morons out there putting out garbage and have no idea why they are even investing in the stock market, and why putting money in SST. Well, I am going to try to open your forehead a little.
I am a technical expert, stock market investor, and a customer of SST. There are several reasons why I have a big positions with SST:
1. SST has over 20 patents on its "SuperFlash" technology. Put it simply, for each technology change, ie., .50um, .35um, .25um, .15um, etc., SST's products will always have smaller die and peripherial circuitry than its competitors, such as AMD, Intel, Atmel, etc. You can always shrink the die size for each technology change, but you cannot easily shrink the peripheral circuitry, and smaller die size per unit means always lower cost!
2. SST owns patents on "thick-oxide" technology. This means their Flash units will be higher performance, and always better "data retention" capabilities compared to their competitors.
3. SST owns its own process technolgoy. SST has a number of foundry agreements for both joint technology sales and wafer commitments. A "win-win" situation.
4. These technologies are proven, Intel uses SST for Flash (ie, Firmware Hub) instead of their own products, Qualcomm licenses SST technology, and recent press announcement with National Semi. proves it really works.
5. Despite what you read recently about demand and supply may meet next year, I am not sure about that, we are in the negotiation phase with SST to sign-up as a "preferred customer" in order trying to get parts from them this year and next year, Flash supply from other companies are also just about impossible, I am not sure what these so called analysts have been smoking.
6. Even if AMD, Intel and such turn on to major fabs to produce Flash, it would take at least one year to crank out products reliably. It is not trivial to run a semiconductor fab, there are all kinds of variable, ie, reliability, test,etc., to be concerned with. At best, Flash supply and demand may meet at the end of 2001, certainly not over supply. Also, Flash technology have just became mainsteam, this is just the beginning of a growing phase. Meanwhile, customers like us just have to live with it and pay big bucks to have our Flash products.
7. That said, SST dominates so called "low density Flash". If a price war does come, it would be with "high-density" Flash, not SST's segment market, again, if you understand the value of "SuperFlash", then you would see SST's value proposition. So called "high-density" really is a moving target, today's high-density is tomorrow's low-density, and due to SST's lower cost structure due to "SuperFlash", it can always dominate its chosen market and others will move away because they are not price competitive.
8. SST has mass consumer products such as industry's highest performance CompactFlash cards, and we've been approched with other SST unique products.
9. My informal research on SST's business is fantastic, and their stock price reflect it as so. I've been in this game since it was $10.00 a share, and I predict $300 by the end of 2001.
So don't always believe what you read from analysts reports, most of these people are idiots who are trying to create some controversies so other would buy their reports at $3,000 or more per pop. They are no different then your common door-to-door salemen, except they like to write bullshit instead of bullshit to your face.
I bought more today at $78.00 a share. This is a fantastic time to invest in such aggressive growth company. You will see SST split again and again, acquire more companies for future growth, and make all of us "Longs" very rich. Go home today, think about this, buy more tomorrow, and enjoy the ride!
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This persons profile was produced on 6/28 and it is the only posting by this aliase.(sp) ???? ;-)
Jim |
