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

To: hueyone who wrote (924)	9/26/2000 10:53:40 AM
From: Sam	Read Replies (2) \| Respond to of 1881

Huey, << SSTI is now selling at a 15.53 PE for 2001 consensus earnings estimate of $1.71 per share.>> 2001 is 15 months away. Mr. Market is asking if demand and pricing will hold up over that 15 months. How much of current demand is double ordering that is going into inventory buildup, and how much is real? And how much is projected/extrapolated demand that may disappear if we have real slowdown? And finally, how much supply will the new capacity coming on-line over the next 18 months affect ASPs and the supply demand balance? They are surely valid questions at least. I certainly hope they are answered positively for SST. I added a little more last Friday at 27 1/4. Best wishes, Sam