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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Logain Ablar who wrote (39884)	7/11/2003 10:33:59 PM
From: Johnny Canuck	Read Replies (1) \| Respond to of 71978

>>Well speaking of memories is it safer to play ssti over >>rmtr. ssti has plenty of cash. Different technologies for RMTR and SSTI. SSTI is flash memory versus RMTR which makes magnetic memory elements. RMTR is the future if they can get their manufacturing cost under control. The technology is non-volatile and has greater densities than flash. I have concerns over SSTI also despite their greater cash hoard. They can't seem to get the volume required to make them cash flow positive. Flash is like DRAM, where the ASP's decline on average 10 to 15 percent per quarter. You need efficiencies to make money in that envirobment and that requires volume. SSTI can't seem to get it. On the other hand SNDK and LEXR have not pullback yet, so SSTI can do a lot of catching up regardless of the fundamentals.