Alliance Semiconductor Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Alliance Semiconductor

ALSC 0.810

0.0%

Jul 10 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Ram Seetharaman who wrote (5251)	7/4/1999 12:35:00 AM
From: Woody_Nickels	Read Replies (1) of 9582

Ram, thanks for your thoughts. The last paragraph seems fuzzy to me, but I'll reread it tomorrow when I'm fresh. IDTI is another SRAM, DRAM company based in San Jose area, with a fab in Oregon. They have a portfolio of several thousand chip products and are often compared with CY. Recently they started Centaur as a subsidiary to develope the WinChip Pentium clone, much like AMDs K6 but slower and low power (good for notebooks?). I recently started following AFCI after a mention on CNBC. I think fiber companies will do well for a few years. Also MRVC has fiber products. I've followed ISSI since I got into ALSC, but I'm over- weighted (typical American?) in ALSC and don't need another chippie right now. Also exploring non-silcon based semi/equipment co.s like VTSS and EMKR for a telecomm connection and to reinvest my riches from ALSC someday. I am frustrated that I did NOT invest in ANCR, NOVL and ADPT when they were down last year. One cannot invest in every opportunity! Good night all!

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next