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Technology Stocks : Alliance Semiconductor
ALSC 0.8100.0%Jul 10 5:00 PM EST
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To: DJBEINO who wrote (8401)9/10/2000 8:27:35 PM
From: Ken Muller   of 9582
 
DJBEINO:

Thank you for the reference work you did on the ALSC web site. You spend a good deal of time on ALSC and I believe most people appreciate that. Now for my comments.

You get an A+ for effort.
ALSC gets an F for lying.

I reviewed the asynchronous and synchronous sram products you referenced. For the non technical investor I will try to be straightforward.

All product that needs 3.3 volts is fabricated on 0.35 micron Cmos and older processes. In general (not always), devices that need 2.5 volts are fabricated on 0.28 micron cmos. And finally, devices that run on 1.8 volts are fabricated in 0.18 micron cmos.

All product in production today from ALSC runs on 3 volt or higher voltages. That means 0.35 micron cmos. Samples of some products on 0.18 micron cmos is scheduled for 12/2000 or 1/2001 at the earliest. That is, if you believe ALSC's web page.

Leading edge products: There are at least 6 sram suppliers out in the market (even little ISSI) with 8 Mb Sram with "no wait state" performance, also including Micron who incidently, ALSC does not compete against.

The point is the products and the processing don't match up with management statements of shipping 0.18 micron cmos. If they could be honest for once, the market would reward their efforts.
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