SILICON STORAGE SSTI Flash Mem Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : SILICON STORAGE SSTI Flash Mem

SSTI 8.050

-0.2%

12:39 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Sam who wrote (891)	9/11/2000 12:44:06 PM
From: Sam	of 1881

One more thing to watch for: after the close today, Solectron, the largest contract manufacturer, reports. They typically provide a glimpse into the availability of components like flash chips and capacitors. They have cited shortages in these components in their past 3 or 4 CCs. What they say could affect SST and other flash companies tomorrow--whether or not SST is really one of their suppliers. The other thing to worry about--how much double ordering is going on? Whenever there are shortages, companies double order to try to ensure future supply. This leads to an inventory buildup which has to be worked off after supply/demand come into better balance. I hope that SST has some insight into how much of this is going on, and how much inventory is being built by their customers. Worrywart Sam

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next