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To: Sunny who wrote (38296)	1/23/2001 12:15:24 PM
From: tekboy	Read Replies (1) \| Respond to of 54805

I can vouch for the fact that UF's trading tips are not always bad. BUT--if you're gonna trade, you have to remember the "sell" part of the tip too... tekboy/Ares@keepforgettingthatpart.pov

To: Sunny who wrote (38296)	1/23/2001 12:54:01 PM
From: hueyone	Read Replies (1) \| Respond to of 54805

The point of the flash industry article seemed to be that the price elasticity factor would soak up the new capacity. (I have heard these no problem statements before, however. <ggg>) Something else to keep in mind is that SST, with its Superflash technology, is the lowest cost producer of low density code storage. I doubt any competitor can exert any serious pricing pressure on SST at four megabits and below, and the average bit size this statement pertains to will climb this year as SST scales Superflash to higher low densities. Best, Huey