Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

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

To: Johnny Canuck who wrote (41225)	5/28/2004 2:14:20 PM
From: Logain Ablar	Respond to of 69633

Hi Harry: SSTI is lower on the food chain in that its flash is 64 meg or less (I know they have a 32 meg and think they have a 64) while the Samsung, INTC, AMD are more high end in the 64, 256, 512 and I think we now have 1gig of flash memory chips. Thats why SSTI always has the lower gross margins. They are still in the 4 to 8 to 16 to 32 meg range where the larger players have stopped committing capital / resources. I believe Samsung's move was to keep others from committing capital to compete with it and while not directly aimed at SSTI it should put more pressure on SSTI margins (if not now then in 6 months or so). SSTI business wise is in good shape for this qtr but stock like most chips got hit in the sell off. Tim