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

To: peter grossman who wrote (1459)	12/31/2000 12:47:01 PM
From: hueyone	Read Replies (1) \| Respond to of 1881

In the November 6 AEA conference Bing notes that PC BIOS accounted for 15% of revenues in Q3. In the November 29 CSFB conference, Bing noted that SST had a 25% share of the PC BIOS market and that this market share is headed towards a 50% market share. Since PC BIOS only accounted for 15% of SST revenue in the recent third quarter, I am not overly concerned about any possible dramatic negative effect on earnings resulting from the current PC slowdown. Bing predicted a near term slowdown in the PC business at the AEA conference, but at the same time, Jeff Garon (CFO) noted there was no change in guidance. See slide #11 in the AEA conference to view the diverse market SST targets in low density code storage. Regarding compact flash cards, high density data storage is not SST's primary business. I suspect SST's market share in this space is negligible, but I really don't know. Perhaps you can find out SST's market share from investor IR, or maybe someone else on the board knows this market share answer. AEA conference: vcall.com CSFB conference available at investor info on company website: ssti.com Happy and Prosperous New Year to All!