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Technology Stocks : SILICON STORAGE SSTI Flash Mem

SSTI 8.060

+3.9%

Dec 18 3:59 PM EST

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To: Sam who wrote (885)	9/11/2000 11:39:04 AM
From: docpaul	Read Replies (1) of 1881

<<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.>> May I give you the perspective of myself, and First Union Securities? Here's an email conversation I had with one of the analysts: <<Really appreciate that. Do you folks have any comments about the perception by a few analysts (in particular the one at www.web-feetresearch.com), that there will be a NOR glut within the next 12 to 18 months? My assumption is that this applies primarily to the larger density NOR made by Intel/AMD, etc?>> Paul, I think your assumptions are correct regarding the supply dynamics of the larger density NOR products (32 Mb, 64 Mb and higher). We think the lower density markets that SSTI operates in will continue to be very tight (i.e. most product shipments placed on allocation) and will be generally unaffected by trends within the larger density markets. Additionally, since most of SSTI's emerging memory products are geared toward application-specific end-markets (~50% of revenues next fiscal year), their revenues will be largely insulated from supply fluctuations in commodity or spot markets. Joey Joseph D. Hiller Associate Analyst; Specialty Semiconductors, Technology First Union Securities joseph.hiller@funb.com; <mailto:joseph.hiller@funb.com;> (804) 782-6629; fax (804) 782-3636

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