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


To: docpaul who wrote (1029)10/5/2000 8:02:07 PM
From: Sam  Read Replies (1) | Respond to of 1881
 
Doc,
Thanks for posting the last couple of posts, they certainly sound great. I especially enjoyed reading all of the <8mb applications. But it raised a question which you or Huey have probably answered but I, with my rapidly diminishing short term memory, have forgotten the answer. Why exactly have all of these other companies ceded this territory to SST? Surely not merely because of exploding demand in higher densities. And if the higher density flash chip segment becomes saturated, what is it that prevents these other companies from returning to the lower density space?

Tia,
Sam



To: docpaul who wrote (1029)10/6/2000 8:45:30 PM
From: baggo  Respond to of 1881
 
DP,
Are forward eps estimates based on current flash prices or projected?
Thanks,
BRICE