John (or is it Xiang?),
I see that you are an EE and know that you like to invest in companies you have some first hand knowledge of. I hope that you might comment on something I read recently that stated the only flash technology suitable for 0.18 micron production is the thick oxide process used by SSTI because of difficulties with physical limitations of the media and gate width. Could this be true?
I hate to admit that I read this on the Yahoo! thread...
messages.yahoo.com
The traditional Flash already reached the limit at .25u due to the gate thickness can no longer be made thinner yet still remain reliable...MOTO came to SSTI because it knew the AMD UltraFlash process is hopeless. The INTEL StataFlash(tm) is even more hopeless due to its high complexity. SuperFlash is based on thick oxide gate technology. Does not have this limitation. This means, not INTEL, not AMD, nor any other company can shrink its Flash to .18u except SSTI. Now I hope you got the idea why IBM, Moto come to SSTI. When SSTI announce its .18u process, expect INTEL and AMD to sign up.
Guess how much SSTI stock should worth if it is the only company in the world has the .18u Flash technology. Imaging if SSTI Flash is:
1. the fastest,
2. the cheapest,
3. the highest density,
4. the lowest power,
5. the only system-on-a-chip, in PCS, handheld,
6. the virtual monopoly of Flash
Ausdauer |
