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

To: brian h who wrote (1859)4/26/2002 9:58:34 PM
From: Ausdauer  Respond to of 1881
 
Brian,

Thanks for the update. I haven't listened to the c.c. yet.

Good to hear that licensing will amount to nearly 26¢ per share this year before taxes.
Last year they had over $35 million in licensing revenues, however.

SSTI seems like a little powerhouse. Total revenues last year were $294 million (including licenses).
For comparison, a company the size of Samsung sold $359 million in NAND flash last year (2001).

I hope that 2002 is a rebound year.

Aus



To: brian h who wrote (1859)4/27/2002 4:31:49 PM
From: Tom Pulley  Read Replies (2) | Respond to of 1881
 
SSTI's recent earnings announcement stated In fact, net bookings increased 52 percent from the fourth quarter of 2001.

That is quite an extraordinary statement I would think. Am I missing something or is he saying that we will see some huge revenue increases over the next quarter or two. I don't think that other chip makers have seen 50% sequential bookings increases so this seems odd. Does anyone have some insight on the booking number?

Tom


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