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

To: Dale Baker who wrote (511)	2/16/2000 6:41:00 AM
From: Allegoria	Read Replies (1) \| Respond to of 1881

Hi Dale, Okay here is a comparison of their financials: Anything in particular stand out in your analysis? Annual Financials - SSTI Dec 1999 Dec 1999 Dec 1998 Dec 1997 Dec 1996 Revenues $125 mil $69 mil $75 mil $93 mil $40 mil Net Earnings $-4 mil $-18 mil $-7 mil $12 mil $6 mil Net EPS $-.17 $-.77 $-.30 $.49 $.32 Pre-tax Margin NA NA -26.2% -13.4% 21.4% Net Margin -3.2% -25.4% -9.2% 13.3% 15.2% EBITDA NA NA $-15 mil $-8 mil $22 mil Long-Term Debt $0 mil $0 mil $0 mil $0 mil $0 mil Interest Coverage NA NA NA NA 19.0 Inventory NA NA $8 mil $12 mil $15 mil Current Assets $57 mil $47 mil $74 mil $69 mil $61 mil Current Liabilities $38 mil $17 mil $27 mil $16 mil $14 mil Common Equity $35 mil $38 mil $56 mil $65 mil $52 mil Annual Financials - SNDK Dec 1999 Dec 1999 Dec 1998 Dec 1997 Dec 1996 Revenues $247 mil $136 mil $125 mil $98 mil $63 mil Net Earnings $27 mil $12 mil $20 mil $15 mil $9 mil Net EPS $.86 $.43 $.79 $.60 $.45 Pre-tax Margin NA NA 13.6% 18.6% 16.0% Net Margin 10.8% 8.7% 15.8% 14.9% 14.5% EBITDA NA NA $19 mil $24 mil $15 mil Long-Term Debt $0 mil $0 mil $0 mil $0 mil $0 mil Interest Coverage NA NA NA NA NA Inventory NA NA $9 mil $16 mil $10 mil Current Assets $223 mil $186 mil $188 mil $98 mil $88 mil Current Liabilities $78 mil $48 mil $54 mil $21 mil $20 mil Common Equity $231 mil $208 mil $191 mil $88 mil $72 mil

To: Dale Baker who wrote (511)	2/16/2000 7:00:00 AM
From: Allegoria	Respond to of 1881

Dale, I have been watching the projected earnings for awhile now, and here is the trend I am seeing: 3 months ago the estimates were: Quarter ending Mar. 2000 Quarter ending June 2000 $0.15 $0.20 2 months ago the estimates were: Quarter ending Mar. 2000 Quarter ending June 2000 $0.19 $0.25 1 month ago the estimates were: Quarter ending Mar. 2000 Quarter ending June 2000 $0.19 $0.24 BUT 7 DAYS ago the estimates were (!!!): Quarter ending Mar. 2000 Quarter ending June 2000 $0.21 $0.27 This is the reason for the nice run up this past week. But here are is another comparison to SNDK for you: SSTI SNDK 5-yr. Sales Growth 69.94% 42.00% Forward P/E 41.57 128.1 Price/Sales 11.62 16.82 Good luck, Eric