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

To: tradeyourstocks who wrote (982)	10/1/2000 12:42:16 AM
From: hueyone	Read Replies (1) \| Respond to of 1881

re: As a SSTI shareholder should I be concerned about a 6.5% dilution to earnings? Hell no! Not if SSTI is beating growth estimates by >50% each quarter. Who cares about 6.5%? The name of the game is to keep that growth going and that's what the management is planning to do. Very well said Microe. Best, Huey

To: tradeyourstocks who wrote (982)	10/1/2000 12:48:30 PM
From: peter grossman	Respond to of 1881

As a long term investor, I certainly agree about growth. I never quite get it when people worry about pricing due to increased production capacity when demand is so high. What are they supposed to do: produce X units for $Y each, or 3X units for $.85Y each? In the short term, I am a bit uncertain. Are the date and price of the secondary determined? What is the history of price action during like situations? If the price is 30 with provisions for the underwriters, might it not make sense to sell covered calls expiring before the secondary while buying LEAPS or stock on dips?