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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Steve Lee who wrote (36388)	12/11/2000 12:18:54 PM
From: hueyone	of 54805

The flash market appears to still be going strong and flash remains the fastest growing market segment in the semiconductor industry. In Intel's warning last Thursday, Intel noted that that there was no slow down in Intel's flash business and that its flash business is still capacity constrained. Atmel has announced their fourth quarter is on track. This morning the analyst Osha at Merrill Lynch named SNDK as one of the semis he expected to meet fourth quarter earning expectations. He does not cover SSTI, but I expect SSTI to make earnings as well. Best, Huey

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