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Technology Stocks : SILICON STORAGE SSTI Flash Mem
SSTI 7.705+1.4%3:59 PM EST

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To: Rene Madsen who wrote (907)9/22/2000 11:47:37 AM
From: Taro  Read Replies (1) of 1881
 
agree on yr comments on AMD vs. Intel, a company heading for real trouble. While diverting some (too much - or maybe too little??) focus from the PC market to Networking, Intel seem to have a problem in kicking off the Level Ones and Gigas to another home-run.

Now add to that the recent softening in the Flash market: Last week´s 26+ weeks lead-time for 1Meg Flash is now down to a European inventory position from AMD and ST!

Last Monday Motorola announced a 20% production cut-back at their Flensburg factory!! Reason: Lack of demand from customers waiting for a new generation of GPRS and even UTMS products...
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