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


To: Smilodon who wrote (245)7/17/1998 11:23:00 AM
From: James Strauss  Read Replies (1) | Respond to of 1881
 
Archer:

Thanks for the DLJ info...

I have a core position and a trading position of SSTI... Your advice is well taken... We could see a pullback in price based on lower eps estimates... I'm ready to buy the dips...

The possible pullback could be mitigated by the IBM licensing deal and the better than expected earnings performance... It could be argued that DLJ has just made it easier for SSTI to beat next Qtr's eps estimates...

Jim



To: Smilodon who wrote (245)7/18/1998 2:09:00 PM
From: James Strauss  Read Replies (4) | Respond to of 1881
 
Archer:

I have not been able to find any reference to a DLJ cut in EPS estimates.... At the very least, there is no mention of a downgrade...

biz.yahoo.com

Do you have any link to the eps revision?

Jim