SI
SI
discoversearch

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: Jerome who wrote (1750)7/18/2001 8:37:05 PM
From: orkrious  Read Replies (1) | Respond to of 1881
 
Jay, did you listen to the conference call?

Not yet. I am listening to the SNDK call as I write. I may get to SSTI tonight. If not, maybe Friday.

So far, SNDK isn't too comforting. CEO does think we're at the bottom, but this is a guy who a year ago said he didn't see supply catching up with demand for years. The CEO did comment that if Samsung goes ahead with it's plans to swamp market, it will represent serious threat to pricing recovery.

Without listening to the CC though, SSTI breaking even now is pretty good.



To: Jerome who wrote (1750)7/19/2001 9:23:46 AM
From: im a survivor  Respond to of 1881
 
Looking at product lines......ATML seems much more diverse then SSTI......still like both companies, but bailed on SSTI a few months ago when Bing pulled that earnings release disaster....lost alot of faith in him and the manangement at that point, and dint like the fact that SSTI was far less diverse in it's product lines, versus others......JMOOC


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News