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Technology Stocks : FLSH - M-FLASH SYSTEMS DISK PIONEERS
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To: P.M.Freedman who wrote (891)7/30/2002 1:40:02 PM
From: rjk01   of 923
 
2.5%

This is From Shlomi Choen
M-Systems Flash Disk Pioneers (Nasdaq: FLSH), as I see it after the publication of its financial results, is like a plane just before take-off. Its three growth engines, DiskOnKey (DOK), DiskOnChip (DOC) and MobileDiskOnChip (MDOC) are in an optimal condition to carry the plane to new heights. M-Systems founder and CEO Dov Moran and we investors should pound the table vigorously to ensure that nothing unexpected will screw up the take-off. We already saw that happen long ago, and I’m not referring to 2000, when the market got out of everybody’s hands.

HSBC Analyst Dan Harverd praised DOK in a report titled, “The time has come to take it seriously”. I therefore expect plenty of surprises in the next six months, with some hot new applications in time for the Christmas season.

I surprised when M-Systems managements said at the conference call that the digital set top box (STB) market was reviving, apparently because of renewed orders by Sony (NYSE:SNE) for its large customer Cablevision. M-Systems was the first company to swear by its financial reports. At an analysts’ meeting on August 6, M-Systems’ management will detail the huge Sony order for DOC-based STBs. M-Systems also announced that third quarter MDOC sales will exceed $1 million for the first time, and will probably be the product that will drive rapid growth in the coming quarters toward 2003
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