Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: hueyone who wrote (1370)	12/18/2000 8:06:43 PM
From: orkrious	Read Replies (1) \| Respond to of 1881

Well, Huey, I joined the party today. I took a fairly health slug of a position, too. I hope your bullish enthusiasm is well founded. Although we may go lower, it doesn't seem like these prices have much risk. Even if new capacity puts a dent in ASP's, volume should make up a good chunk of the difference. Especially in royalties. Further, SSTI is fabless, so they can't get hurt too badly with fixed costs. Jay

To: hueyone who wrote (1370)	12/19/2000 3:47:52 PM
From: add	Read Replies (3) \| Respond to of 1881

The real question is in a downturn will he say the truth. Yes, he has been good at underpromising and overachieving on the upswing. Time will tell. The market seems to think SSTI is in trouble, all the analysts have been downgrading. Something stinks, will Bing confess as to the current state? IT certainly isn't the same as in Nov. when he made the presentation at the conference. How many orders have been cancelled? No doubt they will make this qtr's numbers but its really the March and June qtr that the market is looking at.