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

To: hueyone who wrote (1523)	1/15/2001 3:11:05 PM
From: Andrew Vance	Respond to of 1881

Nice to see this starting to pop up in other soruces than the ones we originally came across that we presented here. BTW - not sure if this was posted here yet, but from the same news source you used, the following article might be of interest to readers here. I did post the story on the new Flash Thread. nikkeibp.asiabiztech.com Interestingly enough, the recent entries by Radarview into this sector appear to have paid off. Andrew

To: hueyone who wrote (1523)	1/15/2001 3:16:24 PM
From: Andrew Vance	Read Replies (2) \| Respond to of 1881

The following article may have more meaning on the new thread, but since this is the more read thread for now, we would like to share another Taiwan new story that we came across that does affect the Flash memory sector. We would say where there are digital cameras, there will be flash memory needed.<GGG>. Taiwan made digital camera sales to grow over 70% in 2001: PIDA Taipei, Jan. 14, 2001 -Sales of Taiwan made digital cameras are estimated to reach between seven million and nine million units in 2001, up over 70% from 2000, the non-profit Photonics Industry & Technology Development Association (PIDA) said Sunday. Statistics from PIDA show that Taiwan delivered a total of 4.27 million digital cameras in 2000, representing a world market share of 32%. If the island registers 70% sales growth in digital cameras in 2001, the world market share is expected to climb to 34% this year, ranking PIDA officials indicated. Sales of Taiwan made digital cameras will still be concentrated in both the low and medium level models in 2001. With a product perfect rate of over 90%, most Taiwanese manufacturers in the line are expected to enjoy better profit margins this year, compared with 2000. Sales of Taiwan made digital cameras will be valued at about US$569 million, an equivalence of NT$42.9 billion, in 2001. This production value will grow by about 128.6% from 2000. Presently, Japan is the largest digital camera-manufacturing nation in the world, with production concentrating on one million-pixel and up products. Taiwan now represents a world market share of up to 84% in one million-pixel and below digital cameras, compared with only a 20% world market share in one million-pixel and up products, according to PIDA statistics. Regarding the manufacture of high-end digital cameras, certain technical issues have to be overcome by Taiwanese manufacturers in the line. This, together with loyalties in zoom lenses, will play an important factor for the future sales growth of locally made digital cameras, ranking PIDA officials explained. It is estimated that Taiwan's digital cameras will have the opportunity to challenge the world market share of 50% in 2001. Most sales will still concentrate on one million-pixel and below products, however.

To: hueyone who wrote (1523)	1/15/2001 3:23:59 PM
From: Sam	Respond to of 1881

An adjunct guess: they want to ressurrect their secondary stock/convertible offering, and want to give their investment bankers time to get the stock price up before making any announcements. They will need more cash if they are building a foundry, even if they have partners. I just hope that they don't float a convertible offering, especially if it is of the bottomless variety. If so, I will sell as quickly and as orderly as possible. From what I can see of the company, they shouldn't have to resort to such terms. If they do, it will be a bad sign. Sam