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


To: tom rusnak who wrote (367)5/26/1999 8:49:00 AM
From: Smilodon  Read Replies (1) | Respond to of 1881
 
Yep, I still think $15 is reasonable.

Of course, no guarantees in this business. But, the Semiconductor cycle is still improving, despite the setback in DRAM, which of course is not SSTI's business. The DRAM problem was related to the opening up of fabs that had been completly shut down when things were so bad.

I think SSTI has done an excellent job of positioning the company for the upturn. But, the prime driver of their business is the cycle.

Long-term, (meaning 12 months) I think this is a great investment. Short-term, I have no idea what it will do.

Regards,

Archer