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

To: Andrew Vance who wrote (1489)	1/9/2001 8:07:37 PM
From: Sam	Respond to of 1881

Thank you for the heads up, Andrew. I'm not surprised that it didn't affect SST's price today, it's a double edged piece of news. With more entrants in the flash market, margins will inevitably be compressed. One must believe that SuperFlash will be able to scale up and will continue to be a low cost production process, as well as in SST's ability to be nimble to have high hopes for the company. Now we know why they wanted to float the secondary last October. They still had over $200 million in cash at their last report, which hopefully has been increased since then. Should be enough to allow them to take a big stake in the foundry. I hope their timing is OK--it takes about 2 years from ground breaking to production, I believe, hopefully we'll either still be in a flash boom then, or just beginning a new one. Sam

To: Andrew Vance who wrote (1489)	1/10/2001 5:54:33 AM
From: Sam	Read Replies (1) \| Respond to of 1881

For those who don't read the Sandisk thread, here is an interesting article on the supply/demand balance of NOR and NAND flash: Message 15150205 And here is one on Samsung trying to replace NOR with higher density NAND flash: Message 15150183 Thanks to Binx on the Sandisk thread.