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Technology Stocks : WDC/Sandisk Corporation
WDC 173.75+6.6%10:42 AM EST
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To: Starlight who wrote (13361)7/28/2000 3:16:30 PM
From: hueyone  Read Replies (1) of 60323
 
Hi Elizabeth,

Thank you for providing the link to the SSTI CEO interview on CNBC. I listened to the interview both live as well as the replay. I have a couple of brief comments. CNBC put up the graphic stating that SSTI's biggest rivals were INTC and ATMEL. This simply is not true. In fact the graphic was laughable because at the very moment CNBC pulled up the graphic, Mr. Yeh was next to the graphic saying "We hardly ever encounter competition from Intel, Atmel or AMD in the marketplace anymore." Competition is decreasing for SSTI in its low density market segment, not increasing, because SSTI can produce and sell low density, reliable flash more profitably than any competitor I know of by using its patented Superflash technology. For many flash makers, low density equals low margin. This is not the case for SSTI.

In addition, what is defined as low density flash is a rolling target. By this time next year I expect 8mb and 16mb to be considered the low density market. While it is true that SSTI will be seeking to expand in to other flash markets, most of their earnings next year will come from a move up to 8mb and 16mb densities which will then be considered low density flash. I fully expect SSTI to maintain its cost advantage when the low density market becomes 8mb and 16mb next year---as well as maintain its superior revenue and earnings growth.

Here is the link again for the CNBC SSTI CEO interview for those of you who missed it: cnbc.com

Thanks again for providing that link and good luck to all, Huey
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