SILICON STORAGE SSTI Flash Mem Message Board

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Technology Stocks : SILICON STORAGE SSTI Flash Mem

SSTI 6.150

+5.1%

3:59 PM EST

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To: Jerome who wrote (1750)	7/18/2001 8:37:05 PM
From: orkrious	Read Replies (1) of 1881

Jay, did you listen to the conference call? Not yet. I am listening to the SNDK call as I write. I may get to SSTI tonight. If not, maybe Friday. So far, SNDK isn't too comforting. CEO does think we're at the bottom, but this is a guy who a year ago said he didn't see supply catching up with demand for years. The CEO did comment that if Samsung goes ahead with it's plans to swamp market, it will represent serious threat to pricing recovery. Without listening to the CC though, SSTI breaking even now is pretty good.

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