SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : SILICON STORAGE SSTI Flash Mem
SSTI 7.400+4.5%3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: James Strauss who wrote (289)9/15/1998 4:30:00 PM
From: Smilodon  Read Replies (1) of 1881
 
Don't expect IBM licensing fees until 2H of 99.

Remember, they must go all the way through design and development of the chips. Then they must go into production. SST will only get royalties when the chips are sold. This is a long process.

The IBM deal is significant for the company, but lets not get our expectations set to high. The best chance for a near term price improvement is the onset of the Christmas selling season. This should increase demand for flash BIOS chips. Also, SST should be rolling out several new products to address new markets, and lower costs.

A good company at a great price, but we need to be realistic.

Regards,

Archer
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext