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

To: hueyone who wrote (1450)	12/26/2000 3:10:14 PM
From: Steve Lee	Read Replies (1) \| Respond to of 1881

Audio recommandation of SSTI. biz.yahoo.com Comments on high growth but not particularly overenthusiastic. Not sure about this bit tho: "The price to sales of 3 and the price to book of 3 don't put this in the value investor category." And I kept expecting the narrator to say "I'm thooper, thanks for athking".

To: hueyone who wrote (1450)	12/27/2000 12:47:07 PM
From: Jimmyjohn	Read Replies (1) \| Respond to of 1881

I have been trying to get up to speed on SSTI and appreciate your insights and those of the other informed posters on this thread. Like QCOM, CREE and some other companies I follow there is always the threat of some new disruptive technology from below. Maybe with SSTI the threat is more real than with QCOM's lock on CDMA/3G IPR, maybe they have less control over their production capacity and ability to meet demand than CREE, maybe they are too dependent on the Asian connection, maybe their price is too closely linked to the semi industry in general, almost certainly the price is far below the fundamentals, but the price action compared to these and other companies over the past two years isn't bad. The best investment I have ever made was to buy QCOM two years ago. If I had bought SSTI instead, I would be close to where I am with QCOM. That was a surprise to me. (See Comparative Chart comparing apples to mostly oranges) Of course Q is moving up from it's low and the TA doesn't show that to be the case yet with SSTI but from what I have seen on this thread's recent posts and looking at the fundamentals, things should turn around soon. High levels of short interest and a lot of analysts having downgraded in the past is like having a supply of fuel to add to the fire once it gets started. Good luck to all. siliconinvestor.com