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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Ex-INTCfan who wrote (19786)11/27/2000 4:01:06 PM
From: Uncle Frank  Read Replies (1) | Respond to of 65232
 
>> UF, mostly a value play -- I've been reducing the risk in my portfolio.

I've been following ssti for a few quarters, and have a difficult time seeing it as a value play. Using that measure, I'd be more prone to lean towards your name sake, INTEL. Since ssti's focus is on low density flash and a large portion of their sales are in Asia, I see them as a moderately risky play.

jmho,
uf


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