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

To: Uncle Frank who wrote (38277)	1/22/2001 2:44:47 PM
From: hueyone	Respond to of 54805

SSTI UF, Sunny et all, I am embarrassed about inserting some over-exuberant non company-specific comments into my post on SST last Saturday. Comments such as "diamond in the rough" and "undiscovered gem" are inappropriate and useless. I seem to have been wound up too much after reading Mr. Jhonsa's excellent comments comparing SST to an early stage NTAP. Please accept my apologies. Nearly all the flash companies are reporting, or will report, good results for year 2000. After all, there was an industry wide tornado that propelled industry revenues from around 4.015 billion to an estimated 10.6 billion dollars for year 2000. For year 2001, the Semiconductor Industry Association (SIA) is looking for flash revenues to reach 15 billion dollars---about a 41% increase. Yet visibility for 2001 seems to be poor across the board in technology, and this forecast could be way off the mark in either direction. Last year the SIA had to revise its 2000 forecast for flash revenues upward several times during the course of the year. Who knows which way the revisions will turn this year? Nevertheless, as the industry revenues possibly slow down from the tornado pace, and as capacity comes more in line with demand, the tale will be told as to whether SST really has a sustainable, competitive advantage with its Superflash technology. Every flash company claims they have the best technology, best IP and a sustainable, competitive advantage, and it generally sounds quite plausible when the industry has a huge shortfall in capacity compared to demand. But over the next year, we should begin to be able to separate winners from the losers in the flash industry as divergences in top and bottom line growth widen among the players. Good luck with your DD. Best, Huey

To: Uncle Frank who wrote (38277)	1/22/2001 3:31:00 PM
From: hueyone	Read Replies (1) \| Respond to of 54805

re: Please note that ssti reports earnings on Wednesday. According to the earningswhispers.com, consensus is .47, and the whisper number is .52. Actually, SSTI reports earnings on Thursday, January 25 and Sandisk reports on Wednesday, January 24. SST is planning to rally on a good report from Sandisk!<ggg> The SST whisper numbers vary from 49 to 52 depending on where you look: whispernumbers.com is at 49. justwhispers.com is at 50. earningswhispers.com is at 52 These whisper sites seem rather suspect considering the results are all over the board. The average whisper number from the three sites is $50.33. Best, Huey

To: Uncle Frank who wrote (38277)	1/22/2001 7:35:45 PM
From: Sunny	Read Replies (1) \| Respond to of 54805

Gosh, it is hard to understand why a company whose 9 months 2000 vs 1999 is 4X with GM's ~ 43% and NM's ~20% and that has turned annual losses into what will be better than $1.25 is trading at a pe of 23. Did this company get thrown out with the bath water like all the other money making techs? I will watch closely for the post earnings sell off, because this "sure looks good to me". (a paraphrase of what Samson said when he saw Delilah. "She, looks good to me!") One would have to hope that a similar fate will not fall on those who are watching SSTI. Sunny