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To: Ausdauer who wrote (15566)	10/13/2000 8:59:27 AM
From: Steve Lee	Respond to of 60323

I agree it is unlikely to expect that kind of detail in normal circumstances. SSTI management is probably very concerned about stock price, considering the recent decline that led to the recent withdrawal of the placement. I guess they want the stock price back up so they can redo the offer.

To: Ausdauer who wrote (15566)	10/13/2000 9:23:50 AM
From: docpaul	Respond to of 60323

Morning Aus..:) I didn't realize the disclosure regulations had changed so dramatically or that analysts were given such details so far in advance. The retail investor has been screwed over royaly if this is the case. Well, I believe it is the case.. and it's why the legislation has taken place. John Joseph leaked in a response email to a SSTI long that the company already had a pretty firm figure for Q4 (wish I could remember it!) But it's high time that society realizes that we deserve the same access that analysts have.. it forces them to actually do some work! (As Steve says, it may have more to do with getting the secondary off the ground now that it has been put on the back burner). Welp, that remains to be seen.. I'll have to watch how other companies report. But I will say that the first real concern I've had about SSTI is that by being fabless, their backs are up against the wall to continue showing performance gains. It's clear that their focus is placed on more capacity at this point, and I'd be willing to bet that having close to a half billion in cash (which is what they would have had after the offerings) would have been used to ensure this ramping. In my opinion, this is a luxurious concern, but I think it goes even further to show investors that the previous concerns of a "flash glut" were misguided.. All the best my friend! docpaul