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Technology Stocks : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?


To: agoro who wrote (9183)2/15/2000 2:15:00 PM
From: Michael A. Gottesman  Respond to of 60323
 
Most of the regulars on this thread know all about SSTI. No need to come touting it here.



To: agoro who wrote (9183)2/15/2000 7:03:00 PM
From: Ausdauer  Respond to of 60323
 
agoro,

SSTI specializes in lower capacity code storage primarily & embedded flash memory, although they are also supplying Kingston with CompactFlash cards. SSTI is the only company I know that has vocally supported SNDK in recognizing the CF assembly patents. I think SNDK may have licensed some microcontroller technology from SSTI in return.

The two companies share some similar features including a strong IP and the desire to growth through licensing technology in addition to manufacturing.

The stock was a real bargain about 14 months ago and has had a stupendous run-up. However, SanDisk remains a market leader and a better stock to own long term, IMHO.

BTW, SSTI was not profitable last year.

Good luck to you.

Ausdauer