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Technology Stocks : SILICON STORAGE SSTI Flash Mem
SSTI 7.770-3.4%Jan 16 9:30 AM EST

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To: Steve Lee who wrote (1378)12/20/2000 7:33:52 AM
From: hueyone  Read Replies (1) of 1881
 
re: Intel leaving territory open for SST.

I thought Intel's decision to cede the PC bios market to SST was an important endorsement of SST's low cost Superflash technology. In the November 29 CSFB conference, Bing says SST's PC Bios market share was 25%, but that it will be up to 50% next year sometime. Disclosure: I had a difficult time telling whether Bing was saying 50% or 60%, so I went with the lower number to be conservative.

Full replay of the CSFB conference is available here at the SST website:

ssti.com

Best, Huey
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