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

To: Allegoria who wrote (1380)	12/19/2000 8:15:30 PM
From: Sam	Read Replies (1) \| Respond to of 1881

Eric and Add, Well, perhaps it is more than the general market malaise and perhaps not. Everything related to semiconductors is getting killed these days. TSM preannounced soft times today. I expect SSTI can get all the capåcity it wants right now; having demand and ramping for it are the only problems. This next CC will certainly be crucial, we should get a very good picture of what kind of real demand for their low density products is out there, just how scalable their manufacturing processes are, and, perhaps, how much they can sell to higher density markets. Not to mention a better picture on future royalty income. IMHO, if we don't hear a preannouncement in the next 2 weeks, it will be a good sign. Now is surely the time to do it, if it is to be done. Their balance sheet isn't a problem--last time I checked, they had over $200m in cash. The stock price is disconcerting. However, the stock prices of a lot of good--even great--companies are getting disconcerting. Those of us who can recall Sept/Oct 98 know that good companies get crushed along with bad ones during times like this one. While I am not completely comfortable with how large my holding has become in the past couple of weeks, I had a GTC kick in today at 11 1/4, so SST has become very nearly my largest holding (and, unhappily, my average price is still somewhat over 20). I'm not on margin, and wouldn't recommend it to anyone (I still recall stocks going below cash value two years ago!), but unless Bing tells us otherwise, I continue to believe that the stock is a raging buy here for those who can wait. It is always hardest to buy at the time that you should be buying, and hardest to sell at the time that you should be selling (like last March). s.