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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: DJBEINO who wrote (5656)	7/30/1999 10:21:00 AM
From: Steve Lewis	of 9582

A response from CY's Dan McCranie regarding component prices: <You asked for some average sales prices for the product lines for the past two quarters. I have that data for you: PRODUCT LINE Q1 99 ASP Q2 99 ASP SRAM $1.65 $1.68 Computer Products $0.85 $0.84 * Data Communication $8.68 $8.64 Programmable Logic $4.50 $6.75 * Computer Products consist of a mixture of finished product and raw die sold in wafer form. The average sales price is artificially low as a result of these wafer sales (using die ASP). Dan> The above pricing scenario should bode well for the SRAM & other component producers. Is there a URL that can provide spots prices on SRAM which can "act as a business results proxy" for the companies producing these components? Most news I read seems to suggest longer lead times and thus favorable pricing (to the producer) in the months ahead. Good October results should be on track.

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