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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Steve Lee who wrote (36388)	12/11/2000 10:51:40 AM
From: Bretsky	Read Replies (2) \| Respond to of 54805

"I nominate SSTI as best performing gorilla for 2001. " I'm interested in SSTI and would like to nominate you to do a project report on them in GG terms then. Up to the task ?

To: Steve Lee who wrote (36388)	12/11/2000 12:18:54 PM
From: hueyone	Respond to of 54805

The flash market appears to still be going strong and flash remains the fastest growing market segment in the semiconductor industry. In Intel's warning last Thursday, Intel noted that that there was no slow down in Intel's flash business and that its flash business is still capacity constrained. Atmel has announced their fourth quarter is on track. This morning the analyst Osha at Merrill Lynch named SNDK as one of the semis he expected to meet fourth quarter earning expectations. He does not cover SSTI, but I expect SSTI to make earnings as well. Best, Huey

To: Steve Lee who wrote (36388)	12/11/2000 12:40:28 PM
From: Uncle Frank	Respond to of 54805

>> I nominate SSTI as best performing gorilla for 2001. Steve, ssti doesn't meet the criteria for Gorilla-hood that we use on this thread. Perhaps you are using the term in a different sense, such as sector leader. That doesn't rule out the possibility that an investment in ssti might outperform our Gorillas during 2001, but ssti doesn't meet my personal standards in terms of risk/reward ratio. uf though I doubt it

To: Steve Lee who wrote (36388)	12/11/2000 3:56:04 PM
From: hueyone	Respond to of 54805

re: I nominate SSTI as best performing gorilla for 2001. I think it is way too early to call SST a gorilla. In fact, it is probably too early to even put SST on the watch and wait list. But if the company makes the $2.59 per share consensus EPS estimates for 2001, the stock price will certainly move much higher! I believe the market is incorrectly pricing SST stock as a commodity. As additional industry capacity comes on through the next three or four quarters, we will see how Superflash stands up to the competition. I disagree with the market's perception of SST's product as a commodity and think Superflash will continue to do well---and that eventually, the stock price will follow. Best, Huey