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

To: Sam who wrote (1287)	11/19/2000 11:13:29 PM
From: Jack Hartmann	Read Replies (1) \| Respond to of 1881

Sam, the posts are from yahoo. This was my only foray onto the yahoo SSTI thread. Apparently 100 ignores is the limit there. The lawsuit seems to be only explanation for the high short interest that I could buy. siliconinvestor.com that SSTI participated in. It discusses the low density market and why they are waiting to enter the high msgid=14753884 has the link and notes for the recent AEA density area. Jack

To: Sam who wrote (1287)	11/20/2000 1:55:23 AM
From: tradeyourstocks	Respond to of 1881

What are the odds of the low density functions becoming part of higher density flash chips, thus saving one slot? Ok, I'll take a shot at alleviating your concerns. First, many of the devices that utilize lower density flash will continue to utilize lower density flash. Examples would be CD-RW, Cable modems, DSL modems, PC motherboards, printers, scanners, and other stuff that mainly needs non-volatile code storage. Some of these products are growing very fast and IMO will never need higher density flash chips, therefore SSTI has a nice stable growth vehicle as its base. Things like digital cameras, MP3 players, and cell phones will continue to require more and more flash memory. Many of these devices will also need to become cheaper and therefore undergo some re-architecting. I predict that the code storage for most of these devices will move on chip like the flash integration plans that Qualcomm has for their MSM ASICs. This will reduce the number of chips in the product and therefore reduce cost. The higher density flash will probably be removable and still be used only for data storage (like mp3 files, phone lists and such). So, I agree that some of the lower density flash chips will be eliminated in some products but not in the way that you propose. That's why I'm very interested in SSTI's progress of licensing their flash to others for integrated device applications. I also realize that SSTI is a growing player in the higher density products (like the flash cards for cameras). If they continue to execute on the product development side as well as the licensing business, SSTI will grow into a much higher valuation multiple. This stock (along with QCOM) is a keeper! MicroE