Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: puborectalis who wrote (86787)	8/12/1999 12:31:00 AM
From: Paul Engel	Respond to of 186894

Stephen - Re: "how do you take advantage of the LCD and flash memory shortage going on?...." Two companies that have run WAY UP are SSTI (from ~$5 to >$16) and SanDisk. Atmel has zoomed to the mid $30s Even lowly XICOR has climbed from< $1 to $4 or $5. These companies all have the bulk of their business in Flash Memory or EEPROMs. Altera uses EEPROM and/or Flash memory cells for their programmability - but they do not participate in the generic memory business. Ditto for Xilinx. Intel should benefit - the Flash business should be profitable - but thesize of the profits will not be large compared to the CPU business - but every little penny/share will help come earnings report time. (Ditto AMD !) I think several Japanese companies should also do well -Fujitsu, Toshiba & Hitachi - but again, these are not pure plays. Paul