Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: hueyone who wrote (1559)	1/23/2001 12:39:37 AM
From: tradeyourstocks	Respond to of 1881

In addition, SST will have far more process geometries available at 0.25u than at 0.18u or 0.13u, and at 0.25u, SST Superflash cost structure is far more competitive at 16 megabit and below than it is at 16 megabit and above. Yes, 0.25u is the sweet spot right now for wafer cost since most foundries have had time to perfect it. I doubt that 0.18u processes will be readily available to ssti this year. That's the reason behind their latest joint venture, right? Other than gaining access to advanced process technology, I'm not sure how Bing plans to break into the CF market which looks to have become quite a proprietary animal. May even be a Gorilla Game? SNDK and Sony seem to have divided up the CF market pretty evenly with non-compatible solutions. Hopefully the cc will shed some light on this. MicroE

To: hueyone who wrote (1559)	1/23/2001 7:29:33 AM
From: Ausdauer	Read Replies (1) \| Respond to of 1881

Huey, as you stated... "Hey, by the way Aus, didn't you used to always take the other side of this argument with me in the old days and now we are reversed?" Yes, exactly! I find the role reversal quite unusual! There is still a great deal of imprecision when it comes to describing flash memory density. In mentioning "very high density" products it is likely that Bing actually means 64 Mbit flash. Compared to the current SSTI product line it would indeed fit the bill. You have described a very plausible landscape for SSTI for the future. I still see very little overlap between SSTI and SNDK and owning both seems to be a great fit. Both companies should be billion dollar (total revenues) companies in 2001. I think the prospects are fantastic. Thanks for the product road map, Huey. I suspect the SSTI c.c. will follow similar lines. Keep your fingers crossed for the remainder of this week! Aus

To: hueyone who wrote (1559)	1/24/2001 8:07:57 PM
From: docpaul	Read Replies (1) \| Respond to of 1881

Hi there Huey.. how've you been? :) <<Meanwhile, I think the only thing they have going for objective number three is the ATA microcontroller.>> I suppose you haven't taken the opportunity to read about the purchase of Agate Semiconductor, and perused their patent portfolio? :) Almost the entire portfolio is focused around the use of multi-bit per cell technology within split gates.. That, coupled with the recent set of patents that SSTI themselves have secured, have all pointed towards >64 mbit products.. In fact, I'd submit that they probably already have working prototypes of 2 and 4 bit per cell flash.. which would translate to some pretty impressive sizes, once you factored in their self-aligned gates and 0.18 and 0.13 processes.. There's clearly a LOT going on in high density land.. from my perspective, my guess is that this is going to be a large part of their new product line in the next year.. Agate has been "owned" by SSTI (which I didn't know) for quite some time prior to the purchase of the company.. they pretty much provided all of their research funding. Go do a patent search.. you'll be surprised. :) All the best, docpaul