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Technology Stocks : SILICON STORAGE SSTI Flash Mem
SSTI 8.055+0.4%3:59 PM EST

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To: hueyone who wrote (1358)12/17/2000 12:09:49 PM
From: peter grossman  Read Replies (1) of 1881
 
Getting back to your earlier post;

"About one month ago the company said due to slowing PC sales and lack of wafer availability,the company expected the revenue growth rate to slow from an unbelievable 54% sequential quarterly growth rate to a more modest 24% sequential growth rate this quarter before increasing again next year."

Given the earlier guidance you are now posting from the third quarter report, a 24% sequential increase is actually better than previous guidance (20%). And the third quarter guidance also called for 20% sequential growth from Q4 to Q1 2001, then slowing to about 15% the remaining three quarters of 2001, earnings pretty much mirroring revenue growth. By itself, thia would be stellar growth.

Do you think that the later quote you cited actually indicates another upside surprise?
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