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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Bosco who wrote (6357)	10/17/2000 9:51:59 AM
From: Logain Ablar	Read Replies (1) \| Respond to of 30051

Hi Bosco: I think the Flash companies are under pressure due to the Taiwan FAB’s freeing up production and producing more flash chips. While this benefits SNDK & SSTI from the licensing standpoint it will also increase supply alleviating the shortage / demand and hurt pricing margins. I thought this was addressed in the SSTI conference call in a positive way but the TA seems to be saying something else. The semi’s haven’t turned yet but they sure are in oversold territory. Tim Not sure of the ATML impact.