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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: JRH who wrote (38165)	1/19/2001 3:42:21 PM
From: EnricoPalazzo	Read Replies (2) \| Respond to of 54805

I'd like to see SSTI added to the W & W port. While it barely makes the $1 bil cut-off, it dominates the low-density flash memory market (used for applications that require little memory, like the storage of code for cell phones, PDA's, some networking devices). The low-density flash market is significant, and expected to grow rapidly (SSTI's earnings are projected to double this year, to $2.90/share--not bad when the stock trades at $18). SSTI has a sustainable competitive advantage in the low-density flash market, due to their patented SuperFlash architecture. The other major flash producers have fled the low-density market due (apparently) to the superior cost advantage of SuperFlash. Plus, as this Eric Jhonsa post notes, SSTI may be making a move into the high-density flash market, competing with the likes of SNDK for the storage of MP3s, digital photos, etc. Unfortunately, I don't yet know enough about the technological merits of SuperFlash vs. CompactFlash (that's SNDK's thing, right?), or of the strengths of their respective value chains to guess at who would win (or if it would degenerate into a competitive, profit-free market). boards.fool.com One optimistic thought about SSTI's value chain, though: since they currently sell the low-density flash which stores the code for many digital cameras & mp3 players, they may be able to build off of their existing relationships with the makers of these devices. Anyway, seems like a very strong king in a growing market, and trying to muscle its way into a larger one. Hueyone & Eric Jhonsa--I know you read this thread & follow this stock. Please correct any mistakes I've made. ardethan