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Technology Stocks : Alliance Semiconductor

ALSC 0.810

0.0%

Jul 10 5:00 PM EST

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To: Steve Lewis who wrote (7314)	4/20/2000 11:25:00 AM
From: Czechsinthemail	Read Replies (4) of 9582

Steve, Alliance should definitely see major improvement in its core chip business as the year progresses and both pricing and margins improve. If they are able to roll out new chips in a timely way, it could be really big. Although the company's investment portfolio is clearly undervalued and should improve as the year progresses, the company's DRAM/SRAM operations have been almost completely ignored. Rising chip prices will change all that. We're also coming into the time when the Asian production allocation rights become very valuable. Hold on for the ride. Baird

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