SILICON STORAGE SSTI Flash Mem Message Board

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Technology Stocks : SILICON STORAGE SSTI Flash Mem

SSTI 9.000

+0.4%

3:59 PM EST

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To: Sam who wrote (925)	9/27/2000 2:44:42 AM
From: hueyone	Read Replies (1) of 1881

Hi Sam, I was just starting to reply to your post when the wonderful earnings pre announcement came over the wires. My reply seems rather mundane now compared to the great news, but anyway: I believe SST is well positioned to meet our hypergrowth earnings expectations for calendar year 2001 for the following reasons: 1. Superflash. SST's SuperFlash technology is a NOR type, split-gate cell architecture which uses a reliable thick-oxide process with fewer manufacturing steps resulting in a low-cost, nonvolatile memory solution with excellent data retention and higher reliability. Superflash also has advantages in supporting low-power consumption and the ability to shrink feature sizes with new processes. 2. Volume Purchase Agreements (VPAs). These agreements assure SST's pricing and sales well in to the third quarter of calendar year 2001. eoenabled.com Said SST's Best: We've gotten to the point where customers are talking to us about closing VPAs in the third quarter [of 2000].” “We have to do it in the third quarter, otherwise we won't have enough lead time because we have to give our foundries and our back-end packaging enough notice. From today's earnings pre announcement: Demand for our products continues to outstrip our capability to supply. We expect this situation to last well into 2001. We expect to continue increasing our capacity in an effort to meet the growing demand. 3. The Wireless Opportunity. SST's opportunity in wireless has only just begun. SST has great products for this market. Witness Monday's announcement: biz.yahoo.com Moreover, QCOM has already announced its intention to go with SST for embedded flash, and if you believe that CDMA will eventually predominate wireless telephone, then SST has an enormous opportunity ahead of itself with QCOM alone, not to mention all the rest of SSTI's customers. 4. The Explosion of Embedded Technology. There is an explosion of smart devices with embedded technology beginning to occur. Nearly all these smart devices will need low density flash code storage. This is SST's specialty. 5. Growing Value Chain. SST has a growing value chain with partner/customers building SST's patented production techniques right in to their production processes. Once built in to production processes, I don't believe it is a simple thing to switch over to competing technologies. 6. Little Competition. SST has very little direct competition in its core business space. Best regards, Huey

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