SILICON STORAGE SSTI Flash Mem Message Board

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Technology Stocks : SILICON STORAGE SSTI Flash Mem

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To: docpaul who wrote (884)	9/11/2000 12:27:16 AM
From: Sam	Read Replies (2) of 1881

Doc, Thanks for posting the report. The contradictory cross-currents continue. Kaufman's report says, << We continue to acknowledge the supply of flash memory devices coming online over the next 12 to 24 months, however, much of this supply is of the NAND variety, which is typically for high-density mass storage applications. SSTI focuses on low-density NOR type flash focusing on code-storage applications.>> But here is another report which suggests that the NOR supply/demand balance will be worse than the NAND balance in two years: Message 14331341 I have no idea which, if either, is right. Or how to judge the situation. I'm afraid that the uncertainty may hold the stock prices of flash companies down a little even in the face of the extremely strong earnings that we will see in October. Best wishes, Sam

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