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Technology Stocks : Alliance Semiconductor

ALSC 0.810

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Jul 10 5:00 PM EST

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To: Woody_Nickels who wrote (5613)	7/30/1999
From: Ken Muller	Read Replies (2) of 9582

Ken: Regarding the news of the flash memory shortage, I checked with 2 regional sales managers today in my area. One (Japanese) is booked out through the end of the year. The other (Korean) has some capacity but prices are rising. The shortage is very acute in larger capacities. Flash was less than 3% of revenue for the last quarter for ALSC. However, since ALSC has the capacity and the device designs, this is an unexpected opportunity. Its crazy, but good things just keep happening to this company.

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