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Technology Stocks : SILICON STORAGE SSTI Flash Mem -- Ignore unavailable to you. Want to Upgrade?

To: Jon K. who wrote (387)	7/29/1999 3:56:00 AM
From: Curbstone	Read Replies (1) \| Respond to of 1881

At this point I don't know if revenue vis-a-vis Qualcomm is what will continue to drive the price of this stock up. The Q announcement today was simply a collaboration agreement, not a sales contract. I think most people know that. What is does, IMO is vault the SST name into the limelight, attract tons of attention, and cause people like you and me to take a longer look at what SST is doing. I'm not looking for $60 short-term here, but collaboration is the beginning of something that could, and should, grow. As CDMA technology continues to take over the world and more and more people opt for the CDMA-Internet-PDA-Phone the need for the kind of storage solutions that SSTI provides will grow exponentially. With SSTI's nearest competitor, Sandisk (SNDK) selling for over $70 per share, I'm betting that there is still more than a little upside remaining on this one, with or without short-term big bucks from Qualcomm. AM