SILICON STORAGE SSTI Flash Mem Message Board

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Technology Stocks : SILICON STORAGE SSTI Flash Mem

SSTI 7.985

-7.4%

3:59 PM EST

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To: Rich who started this subject	7/3/2000 3:45:02 PM
From: Mr. Miller	Read Replies (3) of 1881

Last time I posted, I expected SSTI to test the 200DMA, but with such an outlook provided by the company in the wake of that poor piece of journalism from theStreet.com, I think this stock is going places upwards. What overproduction? semiconductoronline.com{2463F60B-3FB7-11D4-8C50-009027DE0829} Product manager Paul Zecher reports that franchised distributors for Atmel are claiming major availability problems with flash and EPROMs. Reported lead times are well over one year with no indication of even partial deliveries in the near future. Because Atmel is one of the smaller flash manufacturers, brokers are unsure when these supply issues will be over. Open market prices are soaring to as much as 300% above direct pricing on all 1, 2, and 4 meg Atmel flash devices, with no significant amount of parts available. Zecher told Semiconductor Online that Atmel had been filling part of the void left when larger suppliers were unable to meet demand earlier this year. Now, OEMs who specified Atmel parts six months ago are finding themselves scrambling. Significant capacity expansions are underway at both Intel and AMD, and most other flash suppliers are also planning to build. Still, it will take eight to 15 months for these new supplies to reach the market. At least for the time being, Zecher said he is not concerned about a possible overcapacity-induced crash in the flash memory market. Manufacturers need their current fab expansions to meet current demand, and are not building in anticipation of future demand. Miller

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