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 7.595-2.8%3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: StaggerLee who wrote (357)5/5/1999 12:12:00 AM
From: Ausdauer  Read Replies (1) of 1881
 
Stagger,

Just look at SSTI. It has a proprietary flash manufacturing technique, better write speeds than SNDK's best products, and expertise in microcontrollers. People are licensing the technologies, but SSTI has not been able to capitalize on this. They have not had a profitable quarter of late. Thus, I see them as a sitting target for some larger company to roll into their core business and bring these technologic advances to fruition.

The anti-takeover measures announced tonite (after my earlier post) give credence to this theory. The poison pill still wouldn't prevent a mutually beneficial takeover offer if the suitor could sweeten the pot enough for Mr. Yeh. Also, the in-house R + D must be worth something.

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