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Technology Stocks : SILICON STORAGE SSTI Flash Mem
SSTI 7.000+7.2%Feb 6 9:30 AM EST
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To: Rich who started this subject7/5/2000 1:17:53 PM
From: Mr. Miller  Read Replies (1) of 1881
 
SSTI falls victim to another sweeping downgrade of the entire seminconductor industry with no thought of individual performance or individual sector.

I do not see where SSB is getting their information, since every chip company is saying demand will get worse before supply gets better. Even SSTI has said they are not seeing any let up in demand, and their revenue growth along with accelerating earnings are PROVING it. What proof does SSB have that capacity is catching up with demand? What proof is there that flash memory is starting to see equalization? The sector just got going as demand for everything needing flash memory is just getting started. Is SSB just guesstimating? Are they talking hypotheticals a year out? Where is your proof?

How could SSTI go much further to the downside as they are staring a stellar earnings report in the face and a stellar 18 months, at least, for flash memory.

I do understand the power of the analyst, but I do not understand the reasoning behind some of these projections/ hypotheticals that fly in the face of what the real companies are doing and saying. Where are all the other analysts comments saying the same thing? Is SSB on an island here.
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