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

To: Jason W who wrote (887)	9/11/2000 8:57:43 AM
From: hueyone	Respond to of 1881

re:I wonder if ATML, FLSH, INTC, and shareholders of other flash companies are saying the same things in regard to their investments, or did we just pick the best of the flash bunch? LOL!! I'll bet they are saying the same thing and I do worry about the all the flash capacity coming on line. But I take some solace with my SST investment for several reasons: 1. I have a high degree of confidence in the forward earnings estimates. a. SST is sold out through March. b.Analysts keep increasing SST earnings estimates after meeting with the company. c. SST has already demonstrated a tendency towards extreme conservatism when projecting forward earnings. 2. SST is very cheap relative to forward earnings projections so there seems to be some margin of safety here built in to the stock price that might cushion any possible drop due to possible slowing growth rates late next year. How cheap can SSTI get? 3. Finally, I am banking on SST's proprietary Superflash technology providing the low cost and reliability advantages that the company says it does. Best, Huey