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

To: limtex who wrote (1311)	11/29/2000 8:47:35 AM
From: Steve Lee	Read Replies (1) \| Respond to of 1881

CSFB comments from Comdex: ...Our takeaway was that though the PC market is not disappearing, the handheld PDA and/or Internet Appliance market will be cannibalizing future customers to a certain extent going forward. We believe this is a positive for the Flash market as virtually all of the PDA devices we viewed contained 64 or 128MBs of NAND Flash, along with increasing levels of NOR Flash. With the proliferation of add-on peripherals such as MP3 players and digital cameras, this need for more non-volatile data and code storage will further layer onto the demand for Flash going forward. We view this is a long-term positive for STMicroelectronics (STM, $43.12, Restricted), Silicon Storage Technology (SSTI , $19.03, Strong Buy), and Atmel (ATML, $12.25, Buy)... U can't link to the report directly but can get it from: tech.csfb.com Select Company Profiles, scroll down to the SSTI section and select View Research. Bing is presenting at the CSFB conference at 4pm today.