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Technology Stocks : SILICON STORAGE SSTI Flash Mem
SSTI 7.060+0.1%Feb 3 3:59 PM EST

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To: Road Walker who wrote (1880)10/4/2004 8:00:08 AM
From: John Carragher   of 1881
 
Vahan Janjigian -- Forbes Growth Investor

"What happened to Merck is actually pretty good news for Pfizer." The dollar volume this month is "related to the Merck situation." He adds that "Right now I'm inclined to believe that the problems with Vioxx are specific to the drug and not the whole class" of Cox Inhibitors.

Pfizer (PFE: news, chart, profile) is a "conservative buy."

For October he says "one company that I really like is Silicon Storage Technologies (SSTI: news, chart, profile). It's a semiconductor stock and the semiconductor sector is starting to pick up."
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