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

To: Daskin who wrote (1066)	10/12/2000 2:58:38 PM
From: Marc	Read Replies (1) \| Respond to of 1881

<<At this level and the perspectives of SSTI, I cannot say it isn't a screaming buy right now. >> Tomorrow the TTM P/E will be 27X, and the forward (next four quarter) P/E based on actual estimate will be at 12X, for a company growing 50% sequentially. If it isn't a screaming buy what is ?????? Marc

To: Daskin who wrote (1066)	10/13/2000 12:24:48 AM
From: docpaul	Respond to of 1881

Well, Peter Lynch said "normally those companies do make lots of money are in a boring business", I feel very comfortable with SSTI being boring. Look at those dot coms, that was exciting, wasn't it? B2C, B2B...etc, all those fancy terminologies, well, now all of them are in a dump. At this level and the perspectives of SSTI, I cannot say it isn't a screaming buy right now. No doubt about it, SSTI is more than just "flash" <g>.. I hope the conference today will allow the company to shake off the "commodity" tag that they for some reason have gained.. they're just as much of an intellectual property company as a QCOM or a RMBS, with real royalties coming in.. I don't think there's a better endorsement of a technology than to be paid for the right to use it.. Cheers, docpaul