Ausaduer, I beg to differ. SNDK and SSTI clearly are competitors. First, because SSTI manufactures a line of CF cards. They don't sell a lot of them because they have yet to achieve high-density in volume. But that could change with today's announcement of a fab deal with NSM (who, at last count, had excess capacity at 0.18u in Portland, Maine)
From www.ssti.com "SST's CompactFlash cards leverage the company?s patented ATA controller technology and flash memory design expertise to offer unprecedented read/write data transfer rates to the flash memory. As a result, the sustained write performance of the cards, up to 1.4 MByte/sec, is the industry?s fastest. SST offers CompactFlash cards in 8, 16, 24, 32, 48, 64 and 96 MByte capacities."
Secondly, both of these companies are competing for the same, limited fab resources.
A quick analysis of SSTI brings to mind SNDK about a year ago. They have $200M in cash, new products in the works, and a steady royalty stream. Although the current share prices and expected growth rates are similar, SSTI's EPS is twice that of SNDK. IMHO, whoever suggested on this thread that SNDK shareholders use SSTI as a hedge may have been onto something.
Craig |
