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Technology Stocks : SILICON STORAGE SSTI Flash Mem
SSTI 6.180-2.4%Nov 26 3:59 PM EST

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To: Craig Freeman who wrote (1236)11/4/2000 3:21:04 PM
From: Alastair McIntosh   of 1881
 
Re: Flash sales projections.

In June I made notes of two different projections of
sales for flash memory. I thought that these projections
were optimistic and I wanted to have a baseline for new
forecasts so that I would be aware of reductions in
anticipated demand. However, the Nov 2 forecast by the SIA
indicates that in just 5 months sales projections have
increased by about 50%. (sales in billions of $)

1999 2000 2001 2002 2003
Semi Industry Assoc. - Nov 4.6 10 15 18 23
Cahners In-Stat Group - June 4.6 6.8 9.2 11.9 14.2
Semico Research - June 4.6 7.2 10 12.3 13.3

Al - (buying more SSTI next week)

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