SILICON STORAGE SSTI Flash Mem Message Board

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Technology Stocks : SILICON STORAGE SSTI Flash Mem

SSTI 6.915

-5.8%

2:59 PM EST

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To: Diamondhead who wrote (336)	4/3/1999 2:22:00 PM
From: Ausdauer	Read Replies (1) of 1881

Craig and Kevin, If you look back a few months you will see big price spikes for SSTI including one announcement about a collaboration with IBM, news of the victory against Atmel and some mixed news about ongoing litigation with Intel. I bought the stock between 1 5/8 and 1 3/4 last fall because of the increasing unit sales and the fact that SNDK is co-licensing technology from them. I don't know if they have arranged a mutual exchange of technology or whether each will pay royalties to each other. I think that SNDK is interested in their innovations regarding write speed to flash. The SSTI technology rivals Lexar. I believe that SSTI is small and weak. Interest in flash memory may lift its boat, but it doesn't have any retail presence or as extensive intellectual properties as SNDK. Also, they have not been terribly profitable the last 2 years, while SNDK has. I don't believe that they have as much control over chip production or costs as they would like. This will be important given product life cycles and the costs of scaling down product in the future. Ausdauer

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