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

To: capt rocky 1 who wrote (1345)	12/14/2000 8:23:39 AM
From: hueyone	Read Replies (2) \| Respond to of 1881

Rocky, I would consider going one step further to look at the flash memory business separate from the semis. Some semi businesses are indeed getting weaker and may get weaker still. Both Intel and AMD did warn this quarter, but they both noted their flash business was going very strong. Unfortunately, the market may not be willing to separate flash from semis when valuing these businesses. From the AMD announcement earlier this week: biz.yahoo.com Monday December 11, 5:16 pm Eastern Time Press Release AMD Expects Fourth-Quarter Sales and Earnings Will be Lower Than Anticipated But with regard to flash AMD said demand for its flash memory products remains strong and that it currently expects sales growth for flash memory products will somewhat exceed previous guidance for the quarter. The company further said that it has good visibility into future demand for flash memory products, which it expects will remain strong in 2001. Intel said something similar in its warning. Best, Huey