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Technology Stocks : FLSH - M-FLASH SYSTEMS DISK PIONEERS
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To: Verkaylac who wrote (354)2/12/1998 10:48:00 PM
From: burt l seifman  Read Replies (2) of 923
 
OK, my turn.

As above both Chuck and Dov quite bullish.

Interesting discussion on set top boxes. For those who may have read Omar comments in past. Seems in roads being made but products imature so can not announce design wins but they appear to be there.

As above Microsoft relationship stronger. And work done for Windows 98. This was not pursued so I don't know what kind of work and if any value.

Gave the impression that they will have some nice design wins to announce in the near future compatible with annoucements that SANDISK has made, though he is not pushing the camera market.

Expects that they can do well in the ATA market.

Next quarter should be profitable though sequential sales growth may not be there due to C-1. This in press release but I thought it important that he said the loss of C-1 sales will not have a negative impact on the bottom line.

after that quarter we should see sequential sales growth of about 20+ percent for rest of year.

The trip he will make in a few weeks should increase stock price if FLSHF stroy as good as played today. I would think the alledged growth if true could be very benificial to us stock holders for next several years as flshf markets develop.

When set top box discussed Dov seemed to confidently say that the company really had no competition in the market. Most flash competition in other areas but not the markets flshf going into.

Anyway I have risen and fell with this stock have held for several years and sometimes been rather cynical but the phone cal did seem to portend very good things ahead, and at $5+ it is still pretty cheap.

Good luck to all, I did not want to buy more at three because I wanted to be assured flshf was on the right path. So I guess I will throw caution to the wind.
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