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

To: Ausdauer who wrote (1856)	4/26/2002 12:13:27 AM
From: docpaul	Read Replies (2) \| Respond to of 1881

Gentlemen.. :) LTNT.. Still a SST zealot, and have mananged to build a really nice cost basis with the many opportunities we've had over the past 6 or so months. I thought the quarter's news was a very nice affirmation of the overall flash trends I've been reading about improving over the past couple months: digitimes.com digitimes.com Pricing weakness still in what are now referred to as medium sized densities (8 - 32mbit)... An overwhelming share of PC BIOS & Graphic Card design-ins: messages.yahoo.com messages.yahoo.com Good licensing partner activity: eetimes.com ..and just overall good things. Looming overhead though is the Atmel litigation, which appears to be potentially harmful and involving monetary damages. Aus, regarding your inventory comments.. they went down over 10 million this quarter without a writedown. I think the inventory situation is improving, and writedowns are most likely past. All the best, docpaul