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Technology Stocks
Flash Memory - Players & Prospects

An SI Board Since January 2001

Posts	SubjectMarks	Bans
50	20	0

Emcee: Steve Lee	Type: Moderated

Introduction Compact

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Reply	Message Preview	From	Recs	Posted
25	Either way SSTI is a great pick.	MKTBUZZ	-	1/18/2001
24	You are right, SST is fabless. I would still describe it as a producer as it is	Steve Lee	-	1/18/2001
23	Steve, Didn't know SSTI "produced flash"; I thought SSTI was a &q	Jason Rooks	-	1/18/2001
22	This is what I was hoping to do. The problem is with companies such as Intel and	Steve Lee	-	1/18/2001
21	Steve, When the various flash companies complete their earnings announcements an	hueyone	-	1/18/2001
20	Here's some good background info on flash memory: ragingbull.altavista.com	Czechsinthemail	-	1/16/2001
19	Hi Steve - great idea for a thread imo. ISSI is missing from your list. You mig	figanin	-	1/16/2001
18	John and Steve, I would also consider CENL (Centennial) even though it is a car	Ausdauer	-	1/16/2001
17	Hi, Thanks for posting your portfolio. You have saved me some work cos I have c	Steve Lee	-	1/16/2001
16	Here is my SI Portfolio of flash memory makers...some are broadline manufacturer	figanin	-	1/16/2001
15	Andrew, the announcement about the SST/Vanguard foundry agreement is finally off	hueyone	-	1/16/2001
14	Thread, It might be interesting to assemble an SI portfolio of flash manufactur	Road Walker	-	1/16/2001
13	Ten O'Clock Tech: SmartDisk's Flash Media By Matthew Herper biz.yahoo.c	straight life	-	1/15/2001
12	Thought we might get this thread off to a nice start, with the article below.	Andrew Vance	-	1/15/2001
11	A recent, well written three part article on SSTI is located here. (Click next a	hueyone	-	1/15/2001
10	Steve, I seen your post over on the Atmel thread I thought I would check this on	Mario	-	1/15/2001
9	<i>"I don't know how SSTI, SNDK, and the others do their stuff. C	Ausdauer	-	1/15/2001
8	Steve, This seems like a good idea for a thread, and it seems to me it will be m	jbkelle	-	1/14/2001
7	They could, but maybe they do not have the critical mass to sell enough product	Steve Lee	-	1/14/2001
6	Could Lexar Media (LEXR) grow in this market? EOM	gfs_1999	-	1/14/2001
5	If you think there is a realistic chance of some other technology encroaching up	Steve Lee	-	1/14/2001
4	All players should be monitored, with the focus on the most significant, or thos	Steve Lee	-	1/14/2001
3	Should Energy Conversion Devices (ENER) with its OUM technology also be consider	Sepster	-	1/14/2001
2	I think that other companies should also be monitored on this thread, including	Art Bechhoefer	-	1/14/2001
1	<b>Intel:</b> Link to presentation from Intel officers following the	Steve Lee	-	1/14/2001

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