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Strategies & Market Trends : Steve's Channelling Thread

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To: Zeev Hed who wrote (3981)	8/2/2000 4:27:52 PM
From: SBHX	Read Replies (1) of 30051

But Zeev, ssti has a lot of -ve momentum going in it, just when I thought it has 'capitulated' and it's time to buy, it surprises me with more downside. 1. What exactly is going on there? Is their low-density flash market going away? I find it hard to believe that the 'high-density-flash' phones will actually become prevalent before 2H 2002. 2. SNDK shows no interest in any flash mkt segment that is not very high density, and their sweet spot for size of flash keeps moving up -- that's where the margin is. Right now, it is unlikely that they will clash anytime soon. Is there? 3. At this rate, this ssti correction may not just be irrational despair, but something more fundamental. Or is that my irrational despair showing? :( edit: you called for ssti in the 50s when it was still 78. Hats off on another spooky call. --- SbH

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